SWS
SYSTM Wealth Solutions’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-192
| Closed | -$9.41K | – | 230 |
|
|
2024
Q2 | $9.41K | Sell |
192
-11,016
| -98% | -$540K | ﹤0.01% | 494 |
|
|
2024
Q1 | $551K | Sell |
11,208
-1,331
| -11% | -$65.5K | 0.07% | 274 |
|
|
2023
Q4 | $589K | Buy |
12,539
+6,317
| +102% | +$297K | 0.08% | 253 |
|
|
2023
Q3 | $278K | Sell |
6,222
-7,828
| -56% | -$350K | 0.04% | 377 |
|
|
2023
Q2 | $728K | Buy |
14,050
+2,212
| +19% | +$115K | 0.1% | 255 |
|
|
2023
Q1 | $662K | Sell |
11,838
-861
| -7% | -$48.1K | 0.1% | 246 |
|
|
2022
Q4 | $779K | Buy |
+12,699
| New | +$779K | 0.1% | 258 |
|