Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,388
| Closed | -$208K | – | 646 |
|
|
2022
Q4 | $208K | Sell |
3,388
-8,873
| -72% | -$544K | 0.02% | 567 |
|
|
2022
Q3 | $848K | Buy |
12,261
+454
| +4% | +$31.4K | 0.05% | 344 |
|
|
2022
Q2 | $941K | Sell |
11,807
-2,550
| -18% | -$203K | 0.05% | 318 |
|
|
2022
Q1 | $1.22M | Buy |
14,357
+9,815
| +216% | +$834K | 0.06% | 300 |
|
|
2021
Q4 | $359K | Buy |
+4,542
| New | +$359K | 0.04% | 412 |
|
|
2021
Q2 | $870K | Buy |
11,832
+7,632
| +182% | +$561K | 0.09% | 241 |
|
|
2021
Q1 | $319K | Buy |
4,200
+1,195
| +40% | +$90.8K | 0.04% | 388 |
|
|
2020
Q4 | $226K | Buy |
3,005
+469
| +18% | +$35.3K | 0.03% | 421 |
|
|
2020
Q3 | $200K | Sell |
2,536
-180
| -7% | -$14.2K | 0.03% | 416 |
|
|
2020
Q2 | $220K | Sell |
2,716
-114
| -4% | -$9.23K | 0.04% | 371 |
|
|
2020
Q1 | $206K | Buy |
2,830
+381
| +16% | +$27.7K | 0.05% | 334 |
|
|
2019
Q4 | $203K | Buy |
+2,449
| New | +$203K | 0.03% | 385 |
|