CFAM
Center For Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,449
| Closed | -$584K | – | 108 |
|
|
2023
Q1 | $584K | Buy |
10,449
+50
| +0.5% | +$2.8K | 0.57% | 44 |
|
|
2022
Q4 | $638K | Buy |
10,399
+211
| +2% | +$12.9K | 0.59% | 43 |
|
|
2022
Q3 | $704K | Buy |
10,188
+2,465
| +32% | +$170K | 0.7% | 34 |
|
|
2022
Q2 | $616K | Buy |
+7,723
| New | +$616K | 0.57% | 42 |
|