Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
D holding history
Dominion Energy, Inc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
D overviewAll 13F holders of DFull Q4 2023 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −3,759−100.0% | Sold out | Holders |
| Q1 2022 | 3,759 | $319.0K | <0.1% | −1,154−23.5% | Reduced | Holders |
| Q4 2021 | 4,913 | $386.0K | <0.1% | −579−10.5% | Reduced | Holders |
| Q3 2021 | 5,492 | $401.0K | <0.1% | +315+6.1% | Added | Holders |
| Q2 2021 | 5,177 | $381.0K | <0.1% | +5,177 | New | Holders |