Financial Synergies Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$1.23K | – | 154 |
|
|
2024
Q1 | $1.23K | Buy |
+25
| New | +$1.23K | ﹤0.01% | 376 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$1.09K | – | 506 |
|
|
2023
Q2 | $1.09K | Buy |
+21
| New | +$1.09K | ﹤0.01% | 363 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | -$761 | – | 475 |
|
|
2022
Q3 | $761 | Hold |
11
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $878 | Buy |
+11
| New | +$878 | ﹤0.01% | 322 |
|