Secure Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,191
| Closed | -$1.17M | – | 231 |
|
|
2023
Q3 | $1.17M | Sell |
26,191
-4,614
| -15% | -$206K | 0.35% | 70 |
|
|
2023
Q2 | $1.6M | Buy |
30,805
+1,777
| +6% | +$92K | 0.48% | 59 |
|
|
2023
Q1 | $1.62M | Buy |
29,028
+3,988
| +16% | +$223K | 0.54% | 53 |
|
|
2022
Q4 | $1.54M | Buy |
25,040
+17,766
| +244% | +$1.09M | 0.55% | 53 |
|
|
2022
Q3 | $503K | Buy |
7,274
+1,611
| +28% | +$111K | 0.28% | 70 |
|
|
2022
Q2 | $452K | Buy |
5,663
+2,878
| +103% | +$230K | 0.25% | 82 |
|
|
2022
Q1 | $237K | Buy |
2,785
+51
| +2% | +$4.34K | 0.11% | 171 |
|
|
2021
Q4 | $215K | Buy |
+2,734
| New | +$215K | 0.09% | 192 |
|