SteelPeak Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,183
| Closed | -$1.08M | – | 522 |
|
|
2025
Q1 | $1.08M | Buy |
19,183
+2,144
| +13% | +$120K | 0.04% | 234 |
|
|
2024
Q4 | $918K | Buy |
17,039
+1,599
| +10% | +$86.1K | 0.04% | 247 |
|
|
2024
Q3 | $892K | Sell |
15,440
-2,913
| -16% | -$168K | 0.04% | 237 |
|
|
2024
Q2 | $899K | Buy |
18,353
+2,120
| +13% | +$104K | 0.04% | 230 |
|
|
2024
Q1 | $799K | Buy |
+16,233
| New | +$799K | 0.04% | 237 |
|
|
2020
Q3 | – | Sell |
-2,510
| Closed | -$204K | – | 268 |
|
|
2020
Q2 | $204K | Sell |
2,510
-424
| -14% | -$34.5K | 0.03% | 226 |
|
|
2020
Q1 | $212K | Sell |
2,934
-4,641
| -61% | -$335K | 0.03% | 204 |
|
|
2019
Q4 | $627K | Buy |
+7,575
| New | +$627K | 0.09% | 162 |
|