Fortitude Advisory Group’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 |
-3,040
| Closed | -$210K | – | 217 |
|
|
2022
Q3 | $210K | Sell |
3,040
-4
| -0.1% | -$276 | 0.2% | 153 |
|
|
2022
Q2 | $243K | Buy |
3,044
+105
| +4% | +$8.38K | 0.22% | 135 |
|
|
2022
Q1 | $250K | Sell |
2,939
-9
| -0.3% | -$766 | 0.13% | 156 |
|
|
2021
Q4 | $232K | Buy |
+2,948
| New | +$232K | 0.12% | 170 |
|