Econ Financial Services’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 |
-18,500
| Closed | -$870K | – | 87 |
|
|
2023
Q4 | $870K | Buy |
18,500
+2,300
| +14% | +$108K | 0.61% | 45 |
|
|
2023
Q3 | $724K | Sell |
16,200
-21,982
| -58% | -$982K | 0.53% | 49 |
|
|
2023
Q2 | $1.98M | Buy |
38,182
+342
| +0.9% | +$17.7K | 1.4% | 30 |
|
|
2023
Q1 | $2.12M | Buy |
+37,840
| New | +$2.12M | 1.6% | 24 |
|