Valley Wealth Managers’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
Q1 | – | Sell |
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|
2022
Q4 | $30.7K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $2.79M | Sell |
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|
2019
Q4 | $3.47M | Sell |
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|
2019
Q3 | $3.56M | Buy |
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|
2019
Q2 | $2.44M | Buy |
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|
2019
Q1 | $2.16M | Buy |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.63M | Buy |
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