Delos Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$564 | – | 374 |
|
|
2023
Q4 | $564 | Hold |
12
| – | – | ﹤0.01% | 248 |
|
|
2023
Q3 | $583 | Hold |
12
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $622 | Hold |
12
| – | – | ﹤0.01% | 267 |
|
|
2023
Q1 | $671 | Hold |
12
| – | – | ﹤0.01% | 263 |
|
|
2022
Q4 | $736 | Hold |
12
| – | – | ﹤0.01% | 257 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 223 |
|