Intelligent Financial Strategies’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-127
| Closed | -$6.58K | – | 90 |
|
|
2023
Q2 | $6.58K | Hold |
127
| – | – | ﹤0.01% | 90 |
|
|
2023
Q1 | $7.1K | Sell |
127
-40
| -24% | -$2.24K | 0.01% | 92 |
|
|
2022
Q4 | $10.2K | Hold |
167
| – | – | 0.01% | 93 |
|
|
2022
Q3 | $12K | Hold |
167
| – | – | 0.01% | 89 |
|
|
2022
Q2 | $13K | Hold |
167
| – | – | 0.01% | 92 |
|
|
2022
Q1 | $14K | Hold |
167
| – | – | 0.01% | 100 |
|
|
2021
Q4 | $13K | Buy |
+167
| New | +$13K | 0.01% | 104 |
|