SVWAG
Sound View Wealth Advisors Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,672
| Closed | -$206K | – | 425 |
|
|
2025
Q1 | $206K | Sell |
3,672
-695
| -16% | -$39K | 0.02% | 394 |
|
|
2024
Q4 | $235K | Sell |
4,367
-552
| -11% | -$29.7K | 0.02% | 377 |
|
|
2024
Q3 | $284K | Buy |
4,919
+79
| +2% | +$4.57K | 0.02% | 341 |
|
|
2024
Q2 | $237K | Sell |
4,840
-10
| -0.2% | -$490 | 0.02% | 337 |
|
|
2024
Q1 | $239K | Sell |
4,850
-925
| -16% | -$45.5K | 0.03% | 336 |
|
|
2023
Q4 | $271K | Buy |
5,775
+631
| +12% | +$29.7K | 0.03% | 324 |
|
|
2023
Q3 | $230K | Buy |
5,144
+88
| +2% | +$3.93K | 0.03% | 330 |
|
|
2023
Q2 | $262K | Sell |
5,056
-144
| -3% | -$7.46K | 0.03% | 306 |
|
|
2023
Q1 | $291K | Sell |
5,200
-575
| -10% | -$32.1K | 0.04% | 282 |
|
|
2022
Q4 | $271K | Buy |
5,775
+1,359
| +31% | +$63.9K | 0.03% | 324 |
|
|
2022
Q3 | $305K | Buy |
4,416
+8
| +0.2% | +$553 | 0.07% | 209 |
|
|
2022
Q2 | $352K | Sell |
4,408
-304
| -6% | -$24.3K | 0.07% | 203 |
|
|
2022
Q1 | $400K | Buy |
4,712
+61
| +1% | +$5.18K | 0.08% | 199 |
|
|
2021
Q4 | $365K | Buy |
4,651
+682
| +17% | +$53.5K | 0.07% | 208 |
|
|
2021
Q3 | $290K | Sell |
3,969
-52
| -1% | -$3.8K | 0.06% | 237 |
|
|
2021
Q2 | $296K | Sell |
4,021
-14
| -0.3% | -$1.03K | 0.06% | 237 |
|
|
2021
Q1 | $306K | Sell |
4,035
-353
| -8% | -$26.8K | 0.07% | 215 |
|
|
2020
Q4 | $330K | Sell |
4,388
-403
| -8% | -$30.3K | 0.08% | 190 |
|
|
2020
Q3 | $378K | Sell |
4,791
-10
| -0.2% | -$789 | 0.1% | 170 |
|
|
2020
Q2 | $390K | Sell |
4,801
-427
| -8% | -$34.7K | 0.11% | 160 |
|
|
2020
Q1 | $377K | Buy |
5,228
+163
| +3% | +$11.8K | 0.13% | 143 |
|
|
2019
Q4 | $419K | Sell |
5,065
-2,197
| -30% | -$182K | 0.12% | 153 |
|
|
2019
Q3 | $589K | Sell |
7,262
-907
| -11% | -$73.6K | 0.18% | 125 |
|
|
2019
Q2 | $632K | Buy |
+8,169
| New | +$632K | 0.19% | 126 |
|