CFN
Cordasco Financial Network’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $354K | Buy |
4,430
+443
| +11% | +$35.4K | 0.26% | 52 |
|
|
2022
Q1 | $339K | Buy |
3,987
+106
| +3% | +$9.01K | 0.22% | 62 |
|
|
2021
Q4 | $305K | Sell |
3,881
-57
| -1% | -$4.48K | 0.19% | 65 |
|
|
2021
Q3 | $288K | Buy |
3,938
+38
| +1% | +$2.78K | 0.2% | 63 |
|
|
2021
Q2 | $287K | Sell |
3,900
-145
| -4% | -$10.7K | 0.2% | 60 |
|
|
2021
Q1 | $307K | Sell |
4,045
-160
| -4% | -$12.1K | 0.22% | 62 |
|
|
2020
Q4 | $316K | Sell |
4,205
-496
| -11% | -$37.3K | 0.25% | 53 |
|
|
2020
Q3 | $371K | Buy |
4,701
+61
| +1% | +$4.81K | 0.32% | 43 |
|
|
2020
Q2 | $377K | Buy |
4,640
+1,561
| +51% | +$127K | 0.35% | 42 |
|
|
2020
Q1 | $222K | Buy |
3,079
+2,221
| +259% | +$160K | 0.25% | 56 |
|
|
2019
Q4 | $71K | Buy |
+858
| New | +$71K | 0.06% | 114 |
|
|
2014
Q2 | – | Sell |
-35,667
| Closed | -$2.53M | – | 300 |
|
|
2014
Q1 | $2.53M | Sell |
35,667
-10,302
| -22% | -$731K | 2.03% | 13 |
|
|
2013
Q4 | $2.97M | Buy |
+45,969
| New | +$2.97M | 2.2% | 16 |
|