Bedell Frazier Investment Counselling’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,355
| Closed | -$239K | – | 89 |
|
|
2023
Q3 | $239K | Sell |
5,355
-120
| -2% | -$5.36K | 0.07% | 82 |
|
|
2023
Q2 | $284K | Sell |
5,475
-3,580
| -40% | -$185K | 0.08% | 80 |
|
|
2023
Q1 | $506K | Sell |
9,055
-50
| -0.5% | -$2.8K | 0.15% | 69 |
|
|
2022
Q4 | $558K | Sell |
9,105
-3,035
| -25% | -$186K | 0.15% | 72 |
|
|
2022
Q3 | $839K | Buy |
+12,140
| New | +$839K | 0.24% | 58 |
|