Claro 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 | – | Sell |
-4,805
| Closed | -$269K | – | 401 |
|
|
2025
Q1 | $269K | Buy |
+4,805
| New | +$269K | 0.04% | 415 |
|
|
2020
Q4 | – | Sell |
-2,930
| Closed | -$231K | – | 213 |
|
|
2020
Q3 | $231K | Sell |
2,930
-902
| -24% | -$71.1K | 0.15% | 167 |
|
|
2020
Q2 | $311K | Sell |
3,832
-23
| -0.6% | -$1.87K | 0.21% | 134 |
|
|
2020
Q1 | $278K | Sell |
3,855
-81
| -2% | -$5.84K | 0.26% | 117 |
|
|
2019
Q4 | $326K | Buy |
3,936
+3
| +0.1% | +$248 | 0.25% | 113 |
|
|
2019
Q3 | $319K | Sell |
3,933
-149
| -4% | -$12.1K | 0.28% | 109 |
|
|
2019
Q2 | $316K | Sell |
4,082
-257
| -6% | -$19.9K | 0.29% | 108 |
|
|
2019
Q1 | $333K | Buy |
4,339
+1,836
| +73% | +$141K | 0.33% | 99 |
|
|
2018
Q4 | $176K | Buy |
+2,503
| New | +$176K | 0.14% | 150 |
|