API
Advisor Partners II’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $419K | Buy |
9,369
+3,337
| +55% | +$149K | 0.02% | 801 |
|
|
2023
Q2 | $312K | Sell |
6,032
-2,252
| -27% | -$117K | 0.01% | 774 |
|
|
2023
Q1 | $463K | Sell |
8,284
-3,569
| -30% | -$200K | 0.03% | 576 |
|
|
2022
Q4 | $727K | Sell |
11,853
-9,711
| -45% | -$595K | 0.05% | 410 |
|
|
2022
Q3 | $1.49M | Buy |
+21,564
| New | +$1.49M | 0.11% | 194 |
|