Curi Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-371
| Closed | -$30K | – | 310 |
|
|
2022
Q2 | $30K | Buy |
371
+351
| +1,755% | +$28.4K | 0.01% | 264 |
|
|
2022
Q1 | $1K | Sell |
20
-16
| -44% | -$800 | ﹤0.01% | 478 |
|
|
2021
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 412 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$2K | – | 194 |
|
|
2020
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 334 |
|