CIC Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $201K | Buy |
+3,471
| New | +$201K | 0.05% | 172 |
|
|
2023
Q4 | – | Sell |
-5,069
| Closed | -$226K | – | 162 |
|
|
2023
Q3 | $226K | Sell |
5,069
-175
| -3% | -$7.82K | 0.08% | 136 |
|
|
2023
Q2 | $272K | Sell |
5,244
-43
| -0.8% | -$2.23K | 0.09% | 121 |
|
|
2023
Q1 | $296K | Sell |
5,287
-9
| -0.2% | -$503 | 0.11% | 115 |
|
|
2022
Q4 | $325K | Buy |
+5,296
| New | +$325K | 0.13% | 111 |
|