Alera Investment Advisors’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 |
-9,705
| Closed | -$595K | – | 174 |
|
|
2022
Q4 | $595K | Sell |
9,705
-451
| -4% | -$27.7K | 0.14% | 91 |
|
|
2022
Q3 | $702K | Buy |
10,156
+275
| +3% | +$19K | 0.2% | 66 |
|
|
2022
Q2 | $789K | Sell |
9,881
-353
| -3% | -$28.2K | 0.22% | 67 |
|
|
2022
Q1 | $870K | Buy |
+10,234
| New | +$870K | 0.2% | 70 |
|
|
2019
Q2 | – | Sell |
-284
| Closed | -$22K | – | 300 |
|
|
2019
Q1 | $22K | Buy |
284
+40
| +16% | +$3.1K | 0.01% | 268 |
|
|
2018
Q4 | $17K | Buy |
+244
| New | +$17K | 0.01% | 318 |
|