Carolina Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97K | Hold |
88
| – | – | ﹤0.01% | 186 |
|
|
2025
Q1 | $4.93K | Hold |
88
| – | – | ﹤0.01% | 191 |
|
|
2024
Q4 | $4.74K | Hold |
88
| – | – | ﹤0.01% | 197 |
|
|
2024
Q3 | $5.09K | Buy |
+88
| New | +$5.09K | ﹤0.01% | 228 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 256 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 275 |
|
|
2021
Q3 | – | Sell |
-49
| Closed | -$4K | – | 275 |
|
|
2021
Q2 | $4K | Sell |
49
-38
| -44% | -$3.1K | ﹤0.01% | 232 |
|
|
2021
Q1 | $7K | Buy |
87
+38
| +78% | +$3.06K | 0.01% | 222 |
|
|
2020
Q4 | $4K | Sell |
49
-73
| -60% | -$5.96K | ﹤0.01% | 185 |
|
|
2020
Q3 | $10K | Buy |
+122
| New | +$10K | 0.01% | 132 |
|