Ellevest Inc’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 |
-1,200
| Closed | -$67.1K | – | 664 |
|
|
2023
Q1 | $67.1K | Hold |
1,200
| – | – | 0.01% | 530 |
|
|
2022
Q4 | $73.6K | Buy |
+1,200
| New | +$73.6K | 0.01% | 513 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1165 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 979 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$1K | – | 1127 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 750 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 380 |
|