Alterity Financial Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$243K Sell
2023
Q3
$235K Hold
2023
Q2
$273K Hold
2023
Q1
$294K Sell
2022
Q4
$335K Sell
2022
Q3
$401K Hold
2022
Q2
$463K Buy
2021
Q4
$460K Buy
2021
Q1
$497K Buy