Annapolis Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.1K | Hold |
400
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $19.6K | Sell |
400
-89
| -18% | -$4.36K | 0.01% | 218 |
|
|
2024
Q1 | $24.1K | Hold |
489
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $23K | Hold |
489
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $21.8K | Sell |
489
-350
| -42% | -$15.6K | 0.01% | 257 |
|
|
2023
Q2 | $43.5K | Buy |
839
+350
| +72% | +$18.1K | 0.01% | 192 |
|
|
2023
Q1 | $27.3K | Hold |
489
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $30K | Sell |
489
-200
| -29% | -$12.3K | 0.01% | 208 |
|
|
2022
Q3 | $48K | Buy |
689
+200
| +41% | +$13.9K | 0.02% | 176 |
|
|
2022
Q2 | $39K | Hold |
489
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $42K | Sell |
489
-130
| -21% | -$11.2K | 0.01% | 196 |
|
|
2021
Q4 | $49K | Buy |
619
+130
| +27% | +$10.3K | 0.02% | 182 |
|
|
2021
Q3 | $36K | Buy |
489
+400
| +449% | +$29.4K | 0.01% | 197 |
|
|
2021
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 283 |
|
|
2021
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 276 |
|