EdgeRock Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,779
| Closed | -$87.2K | – | 116 |
|
2024
Q2 | $87.2K | Buy |
+1,779
| New | +$87.2K | 0.07% | 80 |
|
2024
Q1 | – | Sell |
-1,779
| Closed | -$81.2K | – | 136 |
|
2023
Q4 | $81.2K | Buy |
+1,779
| New | +$81.2K | 0.06% | 83 |
|
2022
Q4 | – | Sell |
-1,780
| Closed | -$123K | – | 127 |
|
2022
Q3 | $123K | Buy |
+1,780
| New | +$123K | 0.07% | 70 |
|