B.O.S.S. Retirement Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,178
| Closed | -$1.69M | – | 200 |
|
|
2024
Q3 | $1.69M | Buy |
29,178
+882
| +3% | +$51K | 0.34% | 79 |
|
|
2024
Q2 | $1.39M | Sell |
28,296
-771
| -3% | -$37.8K | 0.35% | 80 |
|
|
2024
Q1 | $1.37M | Sell |
29,067
-3,666
| -11% | -$172K | 0.52% | 75 |
|
|
2023
Q4 | $1.54M | Sell |
32,733
-5,863
| -15% | -$276K | 0.3% | 112 |
|
|
2023
Q3 | $1.72M | Sell |
38,596
-2,386
| -6% | -$107K | 0.37% | 95 |
|
|
2023
Q2 | $2.12M | Buy |
+40,982
| New | +$2.12M | 0.45% | 63 |
|