WQ
Wealth Quarterback’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
7,585
+1,626
| +27% | +$91.9K | 0.2% | 94 |
|
|
2025
Q1 | $334K | Buy |
5,959
+98
| +2% | +$5.49K | 0.19% | 90 |
|
|
2024
Q4 | $316K | Buy |
5,861
+1,967
| +51% | +$106K | 0.15% | 92 |
|
|
2024
Q3 | $225K | Sell |
3,894
-236
| -6% | -$13.6K | 0.12% | 112 |
|
|
2024
Q2 | $202K | Sell |
4,130
-259
| -6% | -$12.7K | 0.11% | 115 |
|
|
2024
Q1 | $216K | Sell |
4,389
-41
| -0.9% | -$2.02K | 0.12% | 108 |
|
|
2023
Q4 | $208K | Sell |
4,430
-17,229
| -80% | -$810K | 0.13% | 109 |
|
|
2023
Q3 | $968K | Buy |
21,659
+305
| +1% | +$13.6K | 0.84% | 28 |
|
|
2023
Q2 | $1.11M | Buy |
21,354
+7,344
| +52% | +$380K | 0.77% | 26 |
|
|
2023
Q1 | $783K | Buy |
14,010
+527
| +4% | +$29.5K | 0.66% | 31 |
|
|
2022
Q4 | $827K | Buy |
13,483
+180
| +1% | +$11K | 0.69% | 31 |
|
|
2022
Q3 | $919K | Sell |
13,303
-181
| -1% | -$12.5K | 0.98% | 27 |
|
|
2022
Q2 | $1.08M | Buy |
+13,484
| New | +$1.08M | 0.84% | 22 |
|
|
2021
Q3 | $740K | Buy |
76,888
+61,422
| +397% | +$591K | 0.49% | 44 |
|
|
2021
Q2 | $1.14M | Buy |
+15,466
| New | +$1.14M | 0.69% | 28 |
|
|
2020
Q4 | $979K | Sell |
13,023
-1,730
| -12% | -$130K | 0.81% | 32 |
|
|
2020
Q3 | $1.2M | Hold |
14,753
| – | – | 1.1% | 26 |
|
|
2020
Q2 | $1.2M | Buy |
14,753
+2,824
| +24% | +$229K | 1.1% | 26 |
|
|
2020
Q1 | $891K | Sell |
11,929
-66,374
| -85% | -$4.96M | 0.82% | 31 |
|
|
2019
Q4 | $787K | Buy |
+78,303
| New | +$787K | 0.68% | 33 |
|