Imprint Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $606K | Buy |
12,332
+2,503
| +25% | +$123K | 0.15% | 141 |
|
|
2023
Q4 | $462K | Sell |
9,829
-330
| -3% | -$15.5K | 0.37% | 86 |
|
|
2023
Q3 | $454K | Buy |
10,159
+461
| +5% | +$20.6K | 0.38% | 77 |
|
|
2023
Q2 | $502K | Sell |
9,698
-134
| -1% | -$6.94K | 0.32% | 90 |
|
|
2023
Q1 | $550K | Buy |
+9,832
| New | +$550K | 0.36% | 75 |
|