AFS Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,251
| Closed | -$279K | – | 71 |
|
|
2023
Q3 | $279K | Buy |
6,251
+13
| +0.2% | +$581 | 0.19% | 78 |
|
|
2023
Q2 | $323K | Sell |
6,238
-364
| -6% | -$18.9K | 0.21% | 73 |
|
|
2023
Q1 | $369K | Buy |
6,602
+10
| +0.2% | +$559 | 0.25% | 67 |
|
|
2022
Q4 | $404K | Buy |
+6,592
| New | +$404K | 0.29% | 58 |
|