Castleview Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-831
| Closed | -$51K | – | 674 |
|
|
2022
Q4 | $51K | Sell |
831
-24
| -3% | -$1.47K | 0.05% | 228 |
|
|
2022
Q3 | $59K | Buy |
855
+50
| +6% | +$3.45K | 0.06% | 226 |
|
|
2022
Q2 | $314K | Sell |
805
-127
| -14% | -$49.5K | 0.25% | 96 |
|
|
2022
Q1 | $79K | Sell |
932
-64,194
| -99% | -$5.44M | 0.05% | 276 |
|
|
2021
Q4 | $829 | Buy |
+65,126
| New | +$829 | 0.01% | 427 |
|
|
2021
Q2 | $69K | Buy |
+944
| New | +$69K | 0.03% | 347 |
|