AM Investment Strategies’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,599
| Closed | -$440K | – | 110 |
|
|
2021
Q4 | $440K | Buy |
5,599
+697
| +14% | +$54.8K | 0.11% | 79 |
|
|
2021
Q3 | $358K | Buy |
4,902
+491
| +11% | +$35.9K | 0.09% | 78 |
|
|
2021
Q2 | $324K | Sell |
4,411
-238
| -5% | -$17.5K | 0.08% | 82 |
|
|
2021
Q1 | $353K | Buy |
4,649
+112
| +2% | +$8.5K | 0.1% | 74 |
|
|
2020
Q4 | $341K | Buy |
4,537
+122
| +3% | +$9.17K | 0.11% | 69 |
|
|
2020
Q3 | $348K | Buy |
+4,415
| New | +$348K | 0.12% | 68 |
|