Selective Wealth Management, Inc. Dominion Energy, Inc Transaction History

Selective Wealth Management, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$69.11 - $85.65 $68,626 - $85,050	-993 Reduced 28.31%	2,515 $174,000
Q2 2022 Jul 28, 2022	BUY	$73.41 - $88.38 $4,771 - $5,744	65 Added 1.89%	3,508 $280,000
Q1 2022 Apr 20, 2022	BUY	$77.16 - $85.43 $7,021 - $7,774	91 Added 2.71%	3,443 $293,000
Q4 2021 Jan 18, 2022	BUY	$70.85 - $78.57 $354 - $392	5 Added 0.15%	3,352 $263,000
Q3 2021 Oct 27, 2021	BUY	$73.02 - $80.05 $365 - $400	5 Added 0.15%	3,347 $244,000
Q2 2021 Aug 04, 2021	BUY	$73.51 - $80.37 $367 - $401	5 Added 0.15%	3,342 $245,000
Q1 2021 Apr 09, 2021	SELL	$68.0 - $76.7 $14,416 - $16,260	-212 Reduced 5.97%	3,337 $253,000
Q4 2020 Jan 22, 2021	BUY	$73.5 - $86.07 $15,214 - $17,816	207 Added 6.19%	3,549 $267,000
Q3 2020 Oct 21, 2020	BUY	$73.58 - $82.69 $588 - $661	8 Added 0.24%	3,342 $264,000
Q2 2020 Jul 15, 2020	BUY	$69.55 - $87.0 $159,478 - $199,491	2,293 Added 220.27%	3,334 $271,000
Q1 2020 Apr 16, 2020	BUY	$59.39 - $89.8 $534 - $808	9 Added 0.87%	1,041 $75,000
Q4 2019 Jan 10, 2020	BUY	$79.62 - $83.46 $477 - $500	6 Added 0.58%	1,032 $85,000
Q3 2019 Oct 29, 2019	BUY	$74.29 - $81.04 $76,221 - $83,147	1,026 New	1,026 $83,000
Q1 2019 Apr 04, 2019	SELL	$67.97 - $77.04 $37,383 - $42,372	-550 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$68.08 - $72.45 $37,444 - $39,847	550 New	550 $39,000

1,417

625M

5.21M

2.18M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.5B
Description
Dominion Energy, Inc. produces and distributes energy in the United States. The company operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million re...

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