Dakota Community Bank & Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,611
| Closed | -$128K | – | 104 |
|
2024
Q2 | $128K | Sell |
2,611
-108
| -4% | -$5.29K | 0.69% | 56 |
|
2024
Q1 | $134K | Buy |
2,719
+98
| +4% | +$4.82K | 0.72% | 56 |
|
2023
Q4 | $123K | Buy |
2,621
+230
| +10% | +$10.8K | 0.69% | 55 |
|
2023
Q3 | $107K | Sell |
2,391
-356
| -13% | -$15.9K | 0.68% | 56 |
|
2023
Q2 | $142K | Buy |
2,747
+389
| +16% | +$20.1K | 0.84% | 45 |
|
2023
Q1 | $132K | Buy |
2,358
+408
| +21% | +$22.8K | 0.81% | 50 |
|
2022
Q4 | $120K | Sell |
1,950
-275
| -12% | -$16.9K | 0.68% | 59 |
|
2022
Q3 | $154K | Buy |
+2,225
| New | +$154K | 1.07% | 40 |
|