Aveo Capital Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,044
| Closed | -$208K | – | 328 |
|
|
2024
Q1 | $208K | Buy |
+4,044
| New | +$208K | 0.02% | 352 |
|
|
2022
Q4 | – | Sell |
-4,378
| Closed | -$303K | – | 333 |
|
|
2022
Q3 | $303K | Sell |
4,378
-1,738
| -28% | -$120K | 0.05% | 211 |
|
|
2022
Q2 | $488K | Buy |
6,116
+178
| +3% | +$14.2K | 0.08% | 179 |
|
|
2022
Q1 | $505K | Buy |
5,938
+168
| +3% | +$14.3K | 0.09% | 177 |
|
|
2021
Q4 | $453K | Sell |
5,770
-220
| -4% | -$17.3K | 0.08% | 184 |
|
|
2021
Q3 | $437K | Buy |
5,990
+28
| +0.5% | +$2.04K | 0.09% | 169 |
|
|
2021
Q2 | $439K | Buy |
5,962
+790
| +15% | +$58.2K | 0.1% | 175 |
|
|
2021
Q1 | $393K | Buy |
+5,172
| New | +$393K | 0.1% | 162 |
|
|
2020
Q4 | – | Sell |
-2,712
| Closed | -$214K | – | 82 |
|
|
2020
Q3 | $214K | Buy |
+2,712
| New | +$214K | 0.08% | 179 |
|