Bellecapital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,596
| Closed | -$221K | – | 209 |
|
|
2022
Q1 | $221K | Hold |
2,596
| – | – | 0.07% | 183 |
|
|
2021
Q4 | $204K | Buy |
+2,596
| New | +$204K | 0.06% | 189 |
|
|
2019
Q4 | – | Sell |
-5,920
| Closed | -$480K | – | 150 |
|
|
2019
Q3 | $480K | Hold |
5,920
| – | – | 0.29% | 73 |
|
|
2019
Q2 | $458K | Sell |
5,920
-2,651
| -31% | -$205K | 0.28% | 71 |
|
|
2019
Q1 | $657K | Buy |
+8,571
| New | +$657K | 0.42% | 58 |
|