Fort Point Capital Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,130
| Closed | -$285K | – | 259 |
|
|
2022
Q3 | $285K | Hold |
4,130
| – | – | 0.05% | 206 |
|
|
2022
Q2 | $330K | Hold |
4,130
| – | – | 0.05% | 201 |
|
|
2022
Q1 | $351K | Hold |
4,130
| – | – | 0.05% | 207 |
|
|
2021
Q4 | $324K | Hold |
4,130
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $302K | Buy |
+4,130
| New | +$302K | 0.05% | 188 |
|