Freedom Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,163
| Closed | -$439K | – | 714 |
|
|
2022
Q4 | $439K | Buy |
7,163
+78
| +1% | +$4.78K | 0.05% | 469 |
|
|
2022
Q3 | $490K | Buy |
7,085
+334
| +5% | +$23.1K | 0.06% | 428 |
|
|
2022
Q2 | $539K | Buy |
6,751
+781
| +13% | +$62.3K | 0.06% | 429 |
|
|
2022
Q1 | $507K | Buy |
5,970
+3,079
| +107% | +$261K | 0.05% | 467 |
|
|
2021
Q4 | $227K | Sell |
2,891
-184
| -6% | -$14.4K | 0.02% | 763 |
|
|
2021
Q3 | $225K | Sell |
3,075
-122
| -4% | -$8.93K | 0.02% | 720 |
|
|
2021
Q2 | $235K | Buy |
3,197
+136
| +4% | +$10K | 0.02% | 775 |
|
|
2021
Q1 | $233K | Sell |
3,061
-215
| -7% | -$16.4K | 0.02% | 739 |
|
|
2020
Q4 | $246K | Buy |
+3,276
| New | +$246K | 0.03% | 521 |
|
|
2019
Q2 | – | Sell |
-3,245
| Closed | -$249K | – | 695 |
|
|
2019
Q1 | $249K | Buy |
+3,245
| New | +$249K | 0.02% | 578 |
|