SWAG
D icon

Spectrum Wealth Advisory Group’s Dominion Energy D Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
4,548
-279
-6% -$15.8K 0.12% 54
2025
Q1 		$271K Buy
4,827
+279
+6% +$15.6K 0.13% 46
2024
Q4 		$245K Buy
+4,548
New +$245K 0.12% 50