ICA Group Wealth Management’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 |
-996
| Closed | -$49K | – | 887 |
|
|
2024
Q1 | $49K | Buy |
996
+101
| +11% | +$4.97K | 0.01% | 561 |
|
|
2023
Q4 | $42.1K | Buy |
+895
| New | +$42.1K | 0.01% | 553 |
|
|
2023
Q3 | – | Sell |
-977
| Closed | -$50.6K | – | 437 |
|
|
2023
Q2 | $50.6K | Sell |
977
-477
| -33% | -$24.7K | 0.01% | 491 |
|
|
2023
Q1 | $81.3K | Sell |
1,454
-60
| -4% | -$3.36K | 0.02% | 379 |
|
|
2022
Q4 | $92.8K | Sell |
1,514
-2,092
| -58% | -$128K | 0.02% | 380 |
|
|
2022
Q3 | $249K | Buy |
3,606
+530
| +17% | +$36.6K | 0.05% | 298 |
|
|
2022
Q2 | $263K | Buy |
3,076
+355
| +13% | +$30.4K | 0.05% | 306 |
|
|
2022
Q1 | $225K | Buy |
+2,721
| New | +$225K | 0.04% | 337 |
|