GYL Financial Synergies’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,660
| Closed | -$475K | – | 370 |
|
|
2024
Q1 | $475K | Sell |
9,660
-3,406
| -26% | -$168K | 0.04% | 249 |
|
|
2023
Q4 | $614K | Sell |
13,066
-7,651
| -37% | -$360K | 0.05% | 223 |
|
|
2023
Q3 | $925K | Sell |
20,717
-1,104
| -5% | -$49.3K | 0.09% | 179 |
|
|
2023
Q2 | $1.13M | Sell |
21,821
-3,223
| -13% | -$167K | 0.1% | 169 |
|
|
2023
Q1 | $1.4M | Buy |
+25,044
| New | +$1.4M | 0.17% | 99 |
|