YorkBridge Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $45K | Hold |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $246K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $253K | Buy |
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