Visionary Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,515
| Closed | -$203K | – | 543 |
|
|
2024
Q3 | $203K | Sell |
3,515
-759
| -18% | -$43.9K | 0.01% | 515 |
|
|
2024
Q2 | $209K | Sell |
4,274
-573
| -12% | -$28.1K | 0.01% | 485 |
|
|
2024
Q1 | $238K | Sell |
4,847
-711
| -13% | -$35K | 0.02% | 445 |
|
|
2023
Q4 | $261K | Sell |
5,558
-2,703
| -33% | -$127K | 0.02% | 416 |
|
|
2023
Q3 | $369K | Sell |
8,261
-88,780
| -91% | -$3.97M | 0.03% | 340 |
|
|
2023
Q2 | $5.03M | Buy |
97,041
+2,090
| +2% | +$108K | 0.4% | 69 |
|
|
2023
Q1 | $5.31M | Buy |
94,951
+21,323
| +29% | +$1.19M | 0.45% | 65 |
|
|
2022
Q4 | $4.52M | Buy |
73,628
+5,582
| +8% | +$342K | 0.42% | 69 |
|
|
2022
Q3 | $4.7M | Buy |
68,046
+3,539
| +5% | +$245K | 0.49% | 55 |
|
|
2022
Q2 | $5.15M | Buy |
64,507
+5,622
| +10% | +$449K | 0.46% | 60 |
|
|
2022
Q1 | $5M | Buy |
58,885
+6,590
| +13% | +$560K | 0.4% | 68 |
|
|
2021
Q4 | $4.11M | Buy |
52,295
+2,575
| +5% | +$202K | 0.34% | 80 |
|
|
2021
Q3 | $3.63M | Buy |
49,720
+880
| +2% | +$64.3K | 0.37% | 74 |
|
|
2021
Q2 | $3.59M | Buy |
48,840
+1,972
| +4% | +$145K | 0.36% | 71 |
|
|
2021
Q1 | $3.56M | Buy |
46,868
+5,901
| +14% | +$448K | 0.37% | 73 |
|
|
2020
Q4 | $3.08M | Buy |
40,967
+2,614
| +7% | +$197K | 0.35% | 76 |
|
|
2020
Q3 | $3.03M | Buy |
38,353
+2,594
| +7% | +$205K | 0.43% | 62 |
|
|
2020
Q2 | $2.9M | Buy |
35,759
+1,714
| +5% | +$139K | 0.44% | 61 |
|
|
2020
Q1 | $2.46M | Buy |
34,045
+1,822
| +6% | +$132K | 0.46% | 68 |
|
|
2019
Q4 | $2.67M | Buy |
+32,223
| New | +$2.67M | 0.48% | 57 |
|