Childress Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,789
| Closed | -$266K | – | 186 |
|
|
2022
Q3 | $266K | Buy |
3,789
+293
| +8% | +$20.6K | 0.1% | 135 |
|
|
2022
Q2 | $279K | Buy |
3,496
+132
| +4% | +$10.5K | 0.11% | 125 |
|
|
2022
Q1 | $285K | Buy |
3,364
+243
| +8% | +$20.6K | 0.1% | 142 |
|
|
2021
Q4 | $245K | Buy |
3,121
+96
| +3% | +$7.54K | 0.1% | 152 |
|
|
2021
Q3 | $219K | Buy |
+3,025
| New | +$219K | 0.09% | 168 |
|
|
2021
Q1 | – | Sell |
-2,387
| Closed | -$180K | – | 363 |
|
|
2020
Q4 | $180K | Buy |
+2,387
| New | +$180K | 0.11% | 104 |
|