Halpern Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81
| Closed | -$4.53K | – | 254 |
|
|
2023
Q1 | $4.53K | Hold |
81
| – | – | ﹤0.01% | 155 |
|
|
2022
Q4 | $4.97K | Hold |
81
| – | – | ﹤0.01% | 154 |
|
|
2022
Q3 | $5.6K | Sell |
81
-300
| -79% | -$20.7K | ﹤0.01% | 160 |
|
|
2022
Q2 | $30.4K | Buy |
381
+125
| +49% | +$9.98K | 0.01% | 98 |
|
|
2022
Q1 | $21.8K | Hold |
256
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $20.1K | Buy |
+256
| New | +$20.1K | 0.01% | 143 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$10.4K | – | 166 |
|
|
2019
Q4 | $10.4K | Buy |
+125
| New | +$10.4K | 0.01% | 121 |
|