Asset Management Resources’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,274
Closed -$370K 61
2023
Q3
$370K Buy
8,274
+690
+9% +$30.8K 0.23% 38
2023
Q2
$393K Buy
+7,584
New +$393K 0.24% 35