American Trust’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,952
Closed -$236K 428
2022
Q2
$236K Buy
2,952
+240
+9% +$19.2K 0.02% 370
2022
Q1
$231K Sell
2,712
-248
-8% -$21.1K 0.02% 423
2021
Q4
$232K Buy
+2,960
New +$232K 0.02% 309