Sugarloaf Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.8K | Hold |
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|
2024
Q3 | $86.7K | Hold |
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|
2024
Q2 | $73.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $67K | Hold |
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|
2023
Q2 | $77.7K | Sell |
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|
2023
Q1 | $86.4K | Hold |
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|
2022
Q4 | $94.7K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $160K | Sell |
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|
2021
Q3 | $185K | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $215 | Sell |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $323K | Buy |
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