True Wealth Design’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 | $12.3K | Buy |
218
+52
| +31% | +$2.94K | ﹤0.01% | 503 |
|
|
2025
Q1 | $9.29K | Buy |
166
+96
| +137% | +$5.37K | ﹤0.01% | 494 |
|
|
2024
Q4 | $3.76K | Sell |
70
-1,001
| -93% | -$53.7K | ﹤0.01% | 593 |
|
|
2024
Q3 | $61.9K | Buy |
1,071
+1,058
| +8,138% | +$61.1K | 0.02% | 104 |
|
|
2024
Q2 | $637 | Hold |
13
| – | – | ﹤0.01% | 615 |
|
|
2024
Q1 | $640 | Sell |
13
-995
| -99% | -$49K | ﹤0.01% | 575 |
|
|
2023
Q4 | $47.4K | Hold |
1,008
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $45K | Hold |
1,008
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $52.2K | Hold |
1,008
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $56.4K | Hold |
1,008
| – | – | 0.02% | 154 |
|
|
2022
Q4 | $61.8K | Buy |
+1,008
| New | +$61.8K | 0.03% | 139 |
|