Buttonwood Financial 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
Q2 | – | Sell |
-20,449
| Closed | -$1.01M | – | 101 |
|
|
2024
Q1 | $1.01M | Buy |
20,449
+1,857
| +10% | +$91.3K | 0.47% | 50 |
|
|
2023
Q4 | $874K | Sell |
18,592
-1,059
| -5% | -$49.8K | 0.48% | 50 |
|
|
2023
Q3 | $878K | Buy |
19,651
+1,249
| +7% | +$55.8K | 0.56% | 46 |
|
|
2023
Q2 | $953K | Buy |
18,402
+819
| +5% | +$42.4K | 0.6% | 41 |
|
|
2023
Q1 | $983K | Buy |
17,583
+5,618
| +47% | +$314K | 0.76% | 35 |
|
|
2022
Q4 | $734K | Buy |
11,965
+2,565
| +27% | +$157K | 0.62% | 45 |
|
|
2022
Q3 | $611K | Buy |
9,400
+39
| +0.4% | +$2.54K | 0.55% | 46 |
|
|
2022
Q2 | $747K | Buy |
9,361
+4,509
| +93% | +$360K | 0.67% | 41 |
|
|
2022
Q1 | $412K | Buy |
+4,852
| New | +$412K | 0.37% | 48 |
|