Clear Perspectives Financial Planning’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 |
-245
| Closed | -$17K | – | 240 |
|
|
2022
Q3 | $17K | Hold |
245
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $20K | Hold |
245
| – | – | 0.01% | 126 |
|
|
2022
Q1 | $21K | Hold |
245
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $19K | Hold |
245
| – | – | 0.01% | 147 |
|
|
2021
Q3 | $18K | Hold |
245
| – | – | 0.01% | 138 |
|
|
2021
Q2 | $18K | Hold |
245
| – | – | 0.01% | 141 |
|
|
2021
Q1 | $19K | Hold |
245
| – | – | 0.01% | 130 |
|
|
2020
Q4 | $18K | Buy |
+245
| New | +$18K | 0.01% | 125 |
|