Ashton Thomas Private Wealth’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 | – | Sell |
-2,421
| Closed | -$119K | – | 896 |
|
|
2024
Q2 | $119K | Buy |
+2,421
| New | +$119K | 0.01% | 709 |
|
|
2023
Q3 | – | Sell |
-7,031
| Closed | -$364K | – | 567 |
|
|
2023
Q2 | $364K | Sell |
7,031
-6,269
| -47% | -$325K | 0.03% | 453 |
|
|
2023
Q1 | $744K | Buy |
13,300
+1,264
| +11% | +$70.7K | 0.07% | 293 |
|
|
2022
Q4 | $738K | Buy |
12,036
+2,859
| +31% | +$175K | 0.07% | 283 |
|
|
2022
Q3 | $634K | Buy |
9,177
+583
| +7% | +$40.3K | 0.07% | 282 |
|
|
2022
Q2 | $686K | Buy |
8,594
+836
| +11% | +$66.7K | 0.07% | 262 |
|
|
2022
Q1 | $659K | Buy |
7,758
+1,304
| +20% | +$111K | 0.06% | 317 |
|
|
2021
Q4 | $507K | Sell |
6,454
-1,418
| -18% | -$111K | 0.05% | 330 |
|
|
2021
Q3 | $575K | Buy |
7,872
+351
| +5% | +$25.6K | 0.08% | 246 |
|
|
2021
Q2 | $553K | Buy |
7,521
+250
| +3% | +$18.4K | 0.08% | 237 |
|
|
2021
Q1 | $552K | Buy |
7,271
+449
| +7% | +$34.1K | 0.09% | 219 |
|
|
2020
Q4 | $513K | Buy |
6,822
+1,336
| +24% | +$100K | 0.1% | 228 |
|
|
2020
Q3 | $433K | Sell |
5,486
-3
| -0.1% | -$237 | 0.11% | 197 |
|
|
2020
Q2 | $446K | Buy |
5,489
+250
| +5% | +$20.3K | 0.13% | 168 |
|
|
2020
Q1 | $378K | Buy |
5,239
+1,086
| +26% | +$78.4K | 0.15% | 146 |
|
|
2019
Q4 | $344K | Buy |
+4,153
| New | +$344K | 0.11% | 172 |
|