WPA
West Paces Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-197
| Closed | -$11K | – | 295 |
|
|
2025
Q1 | $11K | Hold |
197
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $10.6K | Sell |
197
-16
| -8% | -$862 | ﹤0.01% | 346 |
|
|
2024
Q3 | $12.3K | Hold |
213
| – | – | ﹤0.01% | 333 |
|
|
2024
Q2 | $10.4K | Hold |
213
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $10.5K | Hold |
213
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $10K | Buy |
213
+16
| +8% | +$752 | ﹤0.01% | 363 |
|
|
2023
Q3 | $8.8K | Hold |
197
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $10.2K | Sell |
197
-200
| -50% | -$10.4K | ﹤0.01% | 364 |
|
|
2023
Q1 | $22.2K | Sell |
397
-1,085
| -73% | -$60.7K | 0.01% | 297 |
|
|
2022
Q4 | $90.9K | Sell |
1,482
-415
| -22% | -$25.4K | 0.03% | 178 |
|
|
2022
Q3 | $131K | Sell |
1,897
-124
| -6% | -$8.57K | 0.05% | 143 |
|
|
2022
Q2 | $161K | Hold |
2,021
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $172K | Sell |
2,021
-536
| -21% | -$45.5K | 0.05% | 135 |
|
|
2021
Q4 | $201K | Buy |
2,557
+1,880
| +278% | +$148K | 0.06% | 119 |
|
|
2021
Q3 | $49.4K | Sell |
677
-32
| -5% | -$2.34K | 0.02% | 211 |
|
|
2021
Q2 | $52.2K | Buy |
709
+32
| +5% | +$2.35K | 0.02% | 196 |
|
|
2021
Q1 | $51.4K | Buy |
677
+348
| +106% | +$26.4K | 0.02% | 185 |
|
|
2020
Q4 | $24.7K | Hold |
329
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $26K | Hold |
329
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $26.7K | Hold |
329
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $23.8K | Sell |
329
-67
| -17% | -$4.84K | 0.02% | 226 |
|
|
2019
Q4 | $32.8K | Sell |
396
-4
| -1% | -$331 | 0.02% | 230 |
|
|
2019
Q3 | $32.4K | Buy |
400
+4
| +1% | +$324 | 0.02% | 214 |
|
|
2019
Q2 | $30.6K | Hold |
396
| – | – | 0.02% | 208 |
|
|
2019
Q1 | $30.4K | Hold |
396
| – | – | 0.02% | 209 |
|
|
2018
Q4 | $28.3K | Hold |
396
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $27.8K | Hold |
396
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $27K | Hold |
396
| – | – | 0.02% | 227 |
|
|
2018
Q1 | $26.7K | Hold |
396
| – | – | 0.02% | 221 |
|
|
2017
Q4 | $32.1K | Hold |
396
| – | – | 0.02% | 223 |
|
|
2017
Q3 | $30.5K | Hold |
396
| – | – | 0.02% | 225 |
|
|
2017
Q2 | $30.3K | Sell |
396
-88
| -18% | -$6.74K | 0.02% | 223 |
|
|
2017
Q1 | $37.5K | Sell |
484
-7
| -1% | -$543 | 0.03% | 190 |
|
|
2016
Q4 | $37.6K | Buy |
+491
| New | +$37.6K | 0.04% | 197 |
|