SWM
D icon

Stapp Wealth Management’s Dominion Energy D Stock Holding History

Stapp Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-59
Closed -$4K – 42
2022
Q3 		$4K Buy
+59
New +$4.76K 0.01% 81

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Stapp Wealth Management's D Position: Q4 2022 in Review

Stapp Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 59 shares — an estimated $4K sold.

Stapp Wealth Management first reported a position in D in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Stapp Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 59 Dominion Energy shares in Q4 2022, an estimated $4K.
  • Stapp Wealth Management first reported a position in Dominion Energy in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Dominion Energy position peaked at $4K in Q3 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.