Destiny Wealth 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 |
-331
| Closed | -$20.3K | – | 282 |
|
2022
Q4 | $20.3K | Buy |
331
+226
| +215% | +$13.9K | ﹤0.01% | 398 |
|
2022
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 460 |
|
2022
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 460 |
|
2022
Q1 | $9K | Hold |
105
| – | – | ﹤0.01% | 434 |
|
2021
Q4 | $8K | Hold |
105
| – | – | ﹤0.01% | 457 |
|
2021
Q3 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 432 |
|
2021
Q2 | – | Sell |
-105
| Closed | -$8K | – | 250 |
|
2021
Q1 | $8K | Hold |
105
| – | – | ﹤0.01% | 426 |
|
2020
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 424 |
|