Clearview Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-210
| Closed | -$10.9K | – | 227 |
|
|
2023
Q2 | $10.9K | Sell |
210
-67
| -24% | -$3.47K | 0.01% | 351 |
|
|
2023
Q1 | $15.5K | Buy |
277
+1
| +0.4% | +$56 | 0.02% | 306 |
|
|
2022
Q4 | $17K | Sell |
276
-145
| -34% | -$8.92K | 0.01% | 273 |
|
|
2022
Q3 | $29K | Buy |
421
+1
| +0.2% | +$69 | 0.02% | 213 |
|
|
2022
Q2 | $34K | Buy |
420
+1
| +0.2% | +$81 | 0.03% | 219 |
|
|
2022
Q1 | $36K | Sell |
419
-152
| -27% | -$13.1K | 0.02% | 233 |
|
|
2021
Q4 | $45K | Sell |
571
-198
| -26% | -$15.6K | 0.03% | 239 |
|
|
2021
Q3 | $56K | Buy |
769
+31
| +4% | +$2.26K | 0.04% | 226 |
|
|
2021
Q2 | $54K | Buy |
738
+1
| +0.1% | +$73 | 0.03% | 234 |
|
|
2021
Q1 | $56K | Buy |
737
+475
| +181% | +$36.1K | 0.04% | 218 |
|
|
2020
Q4 | $20K | Buy |
+262
| New | +$20K | 0.01% | 299 |
|