WealthSource Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,759
| Closed | -$319K | – | 530 |
|
|
2022
Q1 | $319K | Sell |
3,759
-1,154
| -23% | -$97.9K | 0.02% | 438 |
|
|
2021
Q4 | $386K | Sell |
4,913
-579
| -11% | -$45.5K | 0.03% | 362 |
|
|
2021
Q3 | $401K | Buy |
5,492
+315
| +6% | +$23K | 0.04% | 326 |
|
|
2021
Q2 | $381K | Buy |
+5,177
| New | +$381K | 0.03% | 321 |
|