Foster Dykema Cabot & Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.1K | Hold |
550
| – | – | ﹤0.01% | 228 |
|
2025
Q1 | $30.8K | Sell |
550
-78
| -12% | -$4.37K | ﹤0.01% | 220 |
|
2024
Q4 | $33.8K | Hold |
628
| – | – | ﹤0.01% | 227 |
|
2024
Q3 | $36.3K | Hold |
628
| – | – | ﹤0.01% | 250 |
|
2024
Q2 | $30.8K | Sell |
628
-391
| -38% | -$19.2K | ﹤0.01% | 201 |
|
2024
Q1 | $50.1K | Buy |
1,019
+469
| +85% | +$23.1K | ﹤0.01% | 180 |
|
2023
Q4 | $25.9K | Buy |
+550
| New | +$25.9K | ﹤0.01% | 183 |
|