Andesa Financial Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,218
| Closed | -$360K | – | 146 |
|
|
2022
Q3 | $360K | Buy |
5,218
+1,816
| +53% | +$125K | 0.13% | 113 |
|
|
2022
Q2 | $272K | Buy |
3,402
+310
| +10% | +$24.8K | 0.17% | 108 |
|
|
2022
Q1 | $261K | Buy |
+3,092
| New | +$261K | 0.14% | 128 |
|
|
2019
Q2 | – | Sell |
-3,800
| Closed | -$288K | – | 117 |
|
|
2019
Q1 | $288K | Buy |
+3,800
| New | +$288K | 0.14% | 116 |
|