Strategic Wealth Management Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$233K Sell
2020
Q4
$233K Buy
2020
Q3
$242K Hold
2020
Q2
$249K Buy
2020
Q1
$206K Hold
2019
Q4
$236K Hold
2019
Q3
$231K Hold
2019
Q2
$220K Sell
2019
Q1
$235K Buy