Coppell Advisory Solutions Corp’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-689
Closed -$42.2K 398
2022
Q4
$42.2K Buy
+689
New +$43.3K 0.01% 376

Other funds holding D

Coppell Advisory Solutions Corp's D Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Dominion Energy (D) in Q1 2023, closing a stake of 689 shares — an estimated $42.2K sold.

Coppell Advisory Solutions Corp first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $42.2K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 689 Dominion Energy shares in Q1 2023, an estimated $42.2K.
  • Coppell Advisory Solutions Corp first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Dominion Energy position peaked at $42.2K in Q4 2022.
  • 1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.