Investment Partners’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 | – | Sell |
-4,905
| Closed | -$231K | – | 143 |
|
|
2023
Q4 | $231K | Buy |
+4,905
| New | +$231K | 0.11% | 128 |
|
|
2023
Q1 | – | Sell |
-3,392
| Closed | -$208K | – | 140 |
|
|
2022
Q4 | $208K | Sell |
3,392
-10,459
| -76% | -$641K | 0.11% | 140 |
|
|
2022
Q3 | $957K | Buy |
+13,851
| New | +$957K | 0.28% | 89 |
|
|
2020
Q4 | – | Sell |
-3,857
| Closed | -$304K | – | 145 |
|
|
2020
Q3 | $304K | Sell |
3,857
-70
| -2% | -$5.52K | 0.18% | 96 |
|
|
2020
Q2 | $319K | Buy |
+3,927
| New | +$319K | 0.19% | 91 |
|
|
2016
Q4 | – | Sell |
-12,862
| Closed | -$955K | – | 127 |
|
|
2016
Q3 | $955K | Buy |
+12,862
| New | +$955K | 0.54% | 62 |
|
|
2016
Q2 | – | Sell |
-13,242
| Closed | -$896K | – | 126 |
|
|
2016
Q1 | $896K | Buy |
+13,242
| New | +$896K | 0.58% | 59 |
|