Financial Advisory Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,826
| Closed | -$1.22M | – | 64 |
|
|
2022
Q4 | $1.22M | Sell |
19,826
-29,558
| -60% | -$1.81M | 0.5% | 52 |
|
|
2022
Q3 | $3.41M | Buy |
49,384
+409
| +0.8% | +$28.3K | 1.49% | 34 |
|
|
2022
Q2 | $3.91M | Buy |
48,975
+3,141
| +7% | +$251K | 1.61% | 23 |
|
|
2022
Q1 | $3.89M | Buy |
45,834
+3,706
| +9% | +$315K | 1.44% | 29 |
|
|
2021
Q4 | $3.31M | Buy |
+42,128
| New | +$3.31M | 1.21% | 42 |
|