AAFMAA Wealth Management & Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,319
| Closed | -$877K | – | 55 |
|
|
2022
Q1 | $877K | Hold |
10,319
| – | – | 0.4% | 50 |
|
|
2021
Q4 | $811K | Hold |
10,319
| – | – | 0.35% | 51 |
|
|
2021
Q3 | $753K | Hold |
10,319
| – | – | 0.36% | 52 |
|
|
2021
Q2 | $759K | Hold |
10,319
| – | – | 0.35% | 51 |
|
|
2021
Q1 | $783K | Sell |
10,319
-33,015
| -76% | -$2.51M | 0.38% | 48 |
|
|
2020
Q4 | $3.26M | Buy |
+43,334
| New | +$3.26M | 1.58% | 31 |
|