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Better Money Decisions’s Dominion Energy D Stock Holding History

Better Money Decisions’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-117
Closed -$9K – 140
2022
Q2 		$9K Buy
+117
New +$9.66K 0.01% 328

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Better Money Decisions's D Position: Q3 2022 in Review

Better Money Decisions sold out of Dominion Energy (D) in Q3 2022, closing a stake of 117 shares — an estimated $9K sold.

Better Money Decisions first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Better Money Decisions reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 117 Dominion Energy shares in Q3 2022, an estimated $9K.
  • Better Money Decisions first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's Dominion Energy position peaked at $9K in Q2 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.