SWS Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.16M Buy
2023
Q1
$2.24M Buy
2022
Q4
$2.35M Buy
2022
Q3
$1.91M Buy
2022
Q2
$2.09M Buy
2022
Q1
$2.19M Sell
2021
Q4
$2.04M Buy
2021
Q3
$1.81M Buy
2021
Q2
$1.62M Buy
2021
Q1
$1.65M Buy
2020
Q4
$1.59M Buy
2020
Q3
$1.32M Buy
2020
Q2
$1.02M Sell
2020
Q1
$1.01M Buy
2018
Q4
$1.65M Sell
2018
Q3
$2.04M Buy
2018
Q2
$1.92M Buy
2018
Q1
$1.53M Buy
2017
Q4
$1.63M Buy