Accurate Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,206
| Closed | -$136K | – | 518 |
|
|
2022
Q4 | $136K | Buy |
+2,206
| New | +$136K | 0.05% | 256 |
|
|
2022
Q3 | – | Sell |
-3,202
| Closed | -$256K | – | 191 |
|
|
2022
Q2 | $256K | Sell |
3,202
-59
| -2% | -$4.72K | 0.14% | 122 |
|
|
2022
Q1 | $277K | Buy |
3,261
+124
| +4% | +$10.5K | 0.12% | 126 |
|
|
2021
Q4 | $241K | Buy |
3,137
+125
| +4% | +$9.6K | 0.2% | 123 |
|
|
2021
Q3 | $219K | Sell |
3,012
-138
| -4% | -$10K | 0.19% | 129 |
|
|
2021
Q2 | $232K | Buy |
+3,150
| New | +$232K | 0.2% | 118 |
|