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Doliver Advisors’s Dominion Energy D Stock Holding History

Doliver Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,625
Closed -$203K – 166
2023
Q1 		$203K Sell
3,625
-125
-3% -$6.99K 0.06% 158
2022
Q4 		$230K Buy
+3,750
New +$230K 0.08% 138