SWM
Selective Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,515
| Closed | -$174K | – | 237 |
|
|
2022
Q3 | $174K | Sell |
2,515
-993
| -28% | -$68.7K | 0.07% | 144 |
|
|
2022
Q2 | $280K | Buy |
3,508
+65
| +2% | +$5.19K | 0.1% | 111 |
|
|
2022
Q1 | $293K | Buy |
3,443
+91
| +3% | +$7.74K | 0.11% | 98 |
|
|
2021
Q4 | $263K | Buy |
3,352
+5
| +0.1% | +$392 | 0.11% | 97 |
|
|
2021
Q3 | $244K | Buy |
3,347
+5
| +0.1% | +$365 | 0.13% | 86 |
|
|
2021
Q2 | $246K | Buy |
3,342
+5
| +0.1% | +$368 | 0.2% | 58 |
|
|
2021
Q1 | $253K | Sell |
3,337
-212
| -6% | -$16.1K | 0.23% | 48 |
|
|
2020
Q4 | $267K | Buy |
3,549
+207
| +6% | +$15.6K | 0.17% | 44 |
|
|
2020
Q3 | $264K | Buy |
3,342
+8
| +0.2% | +$632 | 0.21% | 38 |
|
|
2020
Q2 | $271K | Buy |
3,334
+2,293
| +220% | +$186K | 0.22% | 35 |
|
|
2020
Q1 | $75K | Buy |
1,041
+9
| +0.9% | +$648 | 0.12% | 48 |
|
|
2019
Q4 | $85K | Buy |
1,032
+6
| +0.6% | +$494 | 0.1% | 55 |
|
|
2019
Q3 | $83K | Buy |
+1,026
| New | +$83K | 0.11% | 59 |
|
|
2018
Q3 | $39K | Buy |
+550
| New | +$39K | 0.47% | 40 |
|