InterOcean Capital Group’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 |
-4,107
| Closed | -$213K | – | 448 |
|
|
2023
Q2 | $213K | Buy |
4,107
+270
| +7% | +$14K | 0.01% | 411 |
|
|
2023
Q1 | $215K | Sell |
3,837
-80
| -2% | -$4.47K | 0.01% | 377 |
|
|
2022
Q4 | $240K | Sell |
3,917
-44
| -1% | -$2.7K | 0.01% | 355 |
|
|
2022
Q3 | $274K | Buy |
3,961
+13
| +0.3% | +$899 | 0.01% | 318 |
|
|
2022
Q2 | $315K | Buy |
+3,948
| New | +$315K | 0.01% | 311 |
|