SHEETS SMITH WEALTH MANAGEMENT – Dominion Energy, Inc. Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$963,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-13.41%
quarter
Dominion Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.11% | -301 shares | -173K | $69.11 | 13.93K |
| Q2 2022 | share | Decrease | -2.54% | -371 shares | -105K | $79.81 | 14.23K |
| Q1 2022 | share | Decrease | -3.70% | -562 shares | 49K | $84.97 | 14.60K |
| Q4 2021 | share | Increase | +10.99% | 1.50K shares | 194K | $78.47 | 15.16K |
| Q3 2021 | share | Decrease | -2.41% | -338 shares | -32K | $72.39 | 13.66K |
| Q2 2021 | share | Decrease | -8.06% | -1.22K shares | -127K | $72.35 | 14.00K |
| Q1 2021 | share | Increase | +2.40% | 357 shares | 38K | $74.09 | 15.23K |
| Q4 2020 | share | Decrease | -0.65% | -98 shares | -63K | $72.68 | 14.87K |
| Q3 2020 | share | Decrease | -0.68% | -102 shares | -42K | $75.68 | 14.97K |
| Q2 2020 | share | Increase | +6.99% | 985 shares | 207K | $76.92 | 15.07K |
| Q1 2020 | share | Decrease | -6.17% | -927 shares | -227K | $67.65 | 14.09K |
| Q4 2019 | share | Increase | +6.07% | 860 shares | 97K | $76.73 | 15.01K |
| Q3 2019 | share | Increase | +1.15% | 161 shares | 65K | $74.24 | 14.15K |
| Q2 2019 | share | Increase | +3.74% | 504 shares | 48K | $70 | 13.99K |
| Q1 2019 | share | Increase | +16.02% | 1.86K shares | 203K | $68.58 | 13.49K |
| Q4 2018 | share | Increase | +16.27% | 1.62K shares | 128K | $63.15 | 11.62K |
| Q3 2018 | share | Increase | +3.92% | 377 shares | 47K | $61.42 | 10.00K |
| Q2 2018 | share | Increase | +64.67% | 3.78K shares | 262K | $58.9 | 9.62K |
| Q1 2018 | share | Increase | +84.91% | 2.68K shares | 138K | $57.51 | 5.84K |
| Q4 2017 | share | Increase | +0.86% | 27 shares | 15K | $68.34 | 3.16K |
| Q3 2017 | share | Increase | +0.87% | 27 shares | 3K | $64.27 | 3.13K |
| Q2 2017 | share | Increase | +0.84% | 26 shares | -1K | $63.41 | 3.10K |
| Q1 2017 | share | Increase | +2.60% | 78 shares | 9K | $63.6 | 3.08K |
| Q4 2016 | share | Increase | 0.00% | 3.00K shares | 230K | $62.18 | 3.00K |