Clear Point Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-59
Closed -$3.41K 206
2024
Q3
$3.41K Sell
59
-60
-50% -$3.47K ﹤0.01% 414
2024
Q2
$5.83K Hold
119
﹤0.01% 372
2024
Q1
$5.85K Hold
119
﹤0.01% 373
2023
Q4
$5.59K Buy
+119
New +$5.59K ﹤0.01% 363