Curran Financial Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,504
| Closed | -$215K | – | 67 |
|
|
2022
Q4 | $215K | Buy |
3,504
+251
| +8% | +$15.4K | 0.1% | 65 |
|
|
2022
Q3 | $225K | Buy |
3,253
+13
| +0.4% | +$899 | 0.11% | 59 |
|
|
2022
Q2 | $259K | Buy |
3,240
+155
| +5% | +$12.4K | 0.12% | 53 |
|
|
2022
Q1 | $262K | Hold |
3,085
| – | – | 0.11% | 65 |
|
|
2021
Q4 | $242K | Sell |
3,085
-167
| -5% | -$13.1K | 0.1% | 63 |
|
|
2021
Q3 | $237K | Sell |
3,252
-32
| -1% | -$2.33K | 0.12% | 55 |
|
|
2021
Q2 | $242K | Buy |
3,284
+199
| +6% | +$14.7K | 0.13% | 60 |
|
|
2021
Q1 | $234K | Hold |
3,085
| – | – | 0.17% | 54 |
|
|
2020
Q4 | $232K | Buy |
+3,085
| New | +$232K | 0.2% | 52 |
|