DFPG Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,885
| Closed | -$664K | – | 580 |
|
|
2023
Q1 | $664K | Sell |
11,885
-4,719
| -28% | -$264K | 0.07% | 275 |
|
|
2022
Q4 | $1.04M | Buy |
16,604
+11,309
| +214% | +$705K | 0.17% | 136 |
|
|
2022
Q3 | $347K | Buy |
+5,295
| New | +$347K | 0.15% | 109 |
|
|
2020
Q2 | – | Sell |
-2,572
| Closed | -$205K | – | 175 |
|
|
2020
Q1 | $205K | Sell |
2,572
-41
| -2% | -$3.27K | 0.15% | 135 |
|
|
2019
Q4 | $217K | Sell |
2,613
-496
| -16% | -$41.2K | 0.14% | 142 |
|
|
2019
Q3 | $251K | Buy |
+3,109
| New | +$251K | 0.21% | 119 |
|