Golden State Equity Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-159
| Closed | -$9.19K | – | 547 |
|
|
2024
Q3 | $9.19K | Buy |
+159
| New | +$9.19K | ﹤0.01% | 589 |
|
|
2023
Q4 | – | Sell |
-4,494
| Closed | -$201K | – | 365 |
|
|
2023
Q3 | $201K | Buy |
4,494
+435
| +11% | +$19.4K | 0.06% | 317 |
|
|
2023
Q2 | $210K | Buy |
+4,059
| New | +$210K | 0.06% | 342 |
|
|
2022
Q1 | $649K | Buy |
7,635
+129
| +2% | +$11K | 0.33% | 89 |
|
|
2021
Q4 | $590K | Sell |
7,506
-124
| -2% | -$9.75K | 0.3% | 82 |
|
|
2021
Q3 | $557K | Buy |
+7,630
| New | +$557K | 0.23% | 103 |
|