Alterity 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 | $243K | Sell |
5,166
-100
| -2% | -$4.7K | 0.35% | 64 |
|
|
2023
Q3 | $235K | Hold |
5,266
| – | – | 0.37% | 62 |
|
|
2023
Q2 | $273K | Hold |
5,266
| – | – | 0.39% | 60 |
|
|
2023
Q1 | $294K | Sell |
5,266
-200
| -4% | -$11.2K | 0.43% | 54 |
|
|
2022
Q4 | $335K | Sell |
5,466
-337
| -6% | -$20.7K | 0.54% | 49 |
|
|
2022
Q3 | $401K | Hold |
5,803
| – | – | 0.65% | 44 |
|
|
2022
Q2 | $463K | Buy |
+5,803
| New | +$463K | 0.69% | 43 |
|
|
2021
Q4 | $460K | Buy |
+5,850
| New | +$460K | 0.49% | 57 |
|
|
2021
Q1 | $497K | Buy |
+5,850
| New | +$497K | 0.6% | 50 |
|