Investment Research & Advisory 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 |
-865
| Closed | -$44.8K | – | 218 |
|
|
2023
Q2 | $44.8K | Hold |
865
| – | – | 0.03% | 105 |
|
|
2023
Q1 | $48.4K | Hold |
865
| – | – | 0.03% | 95 |
|
|
2022
Q4 | $53K | Sell |
865
-300
| -26% | -$18.4K | 0.03% | 92 |
|
|
2022
Q3 | $81K | Sell |
1,165
-287
| -20% | -$20K | 0.06% | 80 |
|
|
2022
Q2 | $116K | Buy |
1,452
+287
| +25% | +$22.9K | 0.08% | 71 |
|
|
2022
Q1 | $99K | Hold |
1,165
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $92K | Hold |
1,165
| – | – | 0.06% | 87 |
|
|
2021
Q3 | $86K | Hold |
1,165
| – | – | 0.06% | 87 |
|
|
2021
Q2 | $86K | Hold |
1,165
| – | – | 0.06% | 96 |
|
|
2021
Q1 | $88K | Hold |
1,165
| – | – | 0.06% | 82 |
|
|
2020
Q4 | $88K | Sell |
1,165
-136
| -10% | -$10.3K | 0.07% | 80 |
|
|
2020
Q3 | $103K | Hold |
1,301
| – | – | 0.09% | 71 |
|
|
2020
Q2 | $105K | Hold |
1,301
| – | – | 0.09% | 69 |
|
|
2020
Q1 | $94K | Buy |
1,301
+300
| +30% | +$21.7K | 0.09% | 63 |
|
|
2019
Q4 | $83K | Buy |
+1,001
| New | +$83K | 0.08% | 78 |
|