ADE LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,370
| Closed | -$100K | – | 115 |
|
|
2021
Q3 | $100K | Hold |
1,370
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $101K | Hold |
1,370
| – | – | 0.09% | 99 |
|
|
2021
Q1 | $104K | Sell |
1,370
-264
| -16% | -$20K | 0.1% | 93 |
|
|
2020
Q4 | $123K | Buy |
+1,634
| New | +$123K | 0.1% | 111 |
|