Autumn Glory Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,570
| Closed | -$464K | – | 141 |
|
|
2022
Q4 | $464K | Buy |
7,570
+2,325
| +44% | +$143K | 0.25% | 113 |
|
|
2022
Q3 | $362K | Buy |
5,245
+1,585
| +43% | +$109K | 0.24% | 97 |
|
|
2022
Q2 | $292K | Buy |
+3,660
| New | +$292K | 0.22% | 101 |
|
|
2022
Q1 | – | Sell |
-3,660
| Closed | -$288K | – | 165 |
|
|
2021
Q4 | $288K | Buy |
+3,660
| New | +$288K | 0.12% | 166 |
|