Disciplined 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
Q3 | – | Sell |
-28
| Closed | -$1.45K | – | 456 |
|
|
2023
Q2 | $1.45K | Sell |
28
-1
| -3% | -$52 | ﹤0.01% | 794 |
|
|
2023
Q1 | $1.62K | Buy |
29
+16
| +123% | +$894 | ﹤0.01% | 756 |
|
|
2022
Q4 | $797 | Sell |
13
-365
| -97% | -$22.4K | ﹤0.01% | 998 |
|
|
2022
Q3 | $26K | Buy |
378
+56
| +17% | +$3.85K | 0.01% | 281 |
|
|
2022
Q2 | $26K | Buy |
322
+6
| +2% | +$484 | 0.01% | 287 |
|
|
2022
Q1 | $27K | Buy |
316
+28
| +10% | +$2.39K | 0.01% | 296 |
|
|
2021
Q4 | $23K | Buy |
288
+275
| +2,115% | +$22K | 0.01% | 288 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $1K | Sell |
13
-130
| -91% | -$10K | ﹤0.01% | 400 |
|
|
2021
Q1 | $11K | Buy |
143
+13
| +10% | +$1K | 0.01% | 253 |
|
|
2020
Q4 | $10K | Hold |
130
| – | – | 0.01% | 223 |
|
|
2020
Q3 | $10K | Sell |
130
-13
| -9% | -$1K | 0.01% | 255 |
|
|
2020
Q2 | $12K | Hold |
143
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $10K | Sell |
143
-46
| -24% | -$3.22K | 0.01% | 271 |
|
|
2019
Q4 | $16K | Buy |
+189
| New | +$16K | 0.01% | 258 |
|