Wagner Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 345 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$10K | – | 697 |
|
|
2022
Q2 | $10K | Buy |
+120
| New | +$10K | 0.01% | 437 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$16K | – | 309 |
|
|
2021
Q4 | $16K | Hold |
200
| – | – | 0.01% | 425 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 399 |
|
|
2018
Q3 | $135K | Buy |
1,919
+1,719
| +860% | +$121K | 0.09% | 165 |
|
|
2018
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 351 |
|