First National Bank of South Miami’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 | $10.7K | Sell |
207
-551
| -73% | -$28.5K | 0.01% | 215 |
|
|
2023
Q1 | $42.4K | Buy |
+758
| New | +$42.4K | 0.03% | 197 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 272 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 336 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 305 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$10K | – | 276 |
|
|
2020
Q2 | $10K | Hold |
125
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $9K | Sell |
125
-63
| -34% | -$4.54K | 0.01% | 220 |
|
|
2019
Q4 | $16K | Buy |
+188
| New | +$16K | 0.02% | 207 |
|