Avestar Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,503
| Closed | -$243K | – | 438 |
|
|
2024
Q4 | $243K | Buy |
4,503
+628
| +16% | +$33.8K | 0.02% | 403 |
|
|
2024
Q3 | $224K | Buy |
+3,875
| New | +$224K | 0.02% | 392 |
|
|
2019
Q3 | – | Sell |
-799
| Closed | -$58K | – | 327 |
|
|
2019
Q2 | $58K | Buy |
799
+354
| +80% | +$25.7K | 0.04% | 274 |
|
|
2019
Q1 | $31K | Buy |
445
+18
| +4% | +$1.25K | 0.02% | 338 |
|
|
2018
Q4 | $27K | Sell |
427
-14
| -3% | -$885 | 0.02% | 310 |
|
|
2018
Q3 | $28K | Sell |
441
-255
| -37% | -$16.2K | 0.02% | 331 |
|
|
2018
Q2 | $43K | Sell |
696
-54
| -7% | -$3.34K | 0.03% | 286 |
|
|
2018
Q1 | $47K | Buy |
750
+4
| +0.5% | +$251 | 0.03% | 256 |
|
|
2017
Q4 | $56K | Buy |
+746
| New | +$56K | 0.04% | 235 |
|