Financial Planning & Information 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 |
-4,428
| Closed | -$208K | – | 87 |
|
|
2023
Q4 | $208K | Sell |
4,428
-444
| -9% | -$20.9K | 0.03% | 81 |
|
|
2023
Q3 | $218K | Sell |
4,872
-178
| -4% | -$7.95K | 0.04% | 78 |
|
|
2023
Q2 | $262K | Buy |
5,050
+6
| +0.1% | +$311 | 0.05% | 75 |
|
|
2023
Q1 | $282K | Buy |
5,044
+42
| +0.8% | +$2.35K | 0.05% | 73 |
|
|
2022
Q4 | $307K | Sell |
5,002
-281
| -5% | -$17.2K | 0.07% | 69 |
|
|
2022
Q3 | $365K | Buy |
5,283
+32
| +0.6% | +$2.21K | 0.09% | 57 |
|
|
2022
Q2 | $419K | Sell |
5,251
-629
| -11% | -$50.2K | 0.1% | 53 |
|
|
2022
Q1 | $500K | Sell |
5,880
-631
| -10% | -$53.7K | 0.11% | 54 |
|
|
2021
Q4 | $512K | Buy |
6,511
+41
| +0.6% | +$3.22K | 0.13% | 52 |
|
|
2021
Q3 | $472K | Sell |
6,470
-97
| -1% | -$7.08K | 0.13% | 53 |
|
|
2021
Q2 | $483K | Buy |
6,567
+523
| +9% | +$38.5K | 0.14% | 47 |
|
|
2021
Q1 | $459K | Buy |
6,044
+1,408
| +30% | +$107K | 0.14% | 49 |
|
|
2020
Q4 | $349K | Buy |
4,636
+33
| +0.7% | +$2.48K | 0.12% | 50 |
|
|
2020
Q3 | $363K | Buy |
+4,603
| New | +$363K | 0.14% | 48 |
|