WFA
Websterrogers Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,628
| Closed | -$227K | – | 58 |
|
|
2022
Q1 | $227K | Buy |
+2,628
| New | +$227K | 0.12% | 62 |
|
|
2021
Q3 | – | Sell |
-3,613
| Closed | -$274K | – | 60 |
|
|
2021
Q2 | $274K | Sell |
3,613
-70
| -2% | -$5.31K | 0.07% | 51 |
|
|
2021
Q1 | $280K | Hold |
3,683
| – | – | 0.08% | 44 |
|
|
2020
Q4 | $261K | Buy |
+3,683
| New | +$261K | 0.08% | 42 |
|