IAA
Ironsides Asset Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,344
| Closed | -$225K | – | 92 |
|
|
2023
Q2 | $225K | Hold |
4,344
| – | – | 0.1% | 70 |
|
|
2023
Q1 | $243K | Hold |
4,344
| – | – | 0.11% | 67 |
|
|
2022
Q4 | $266K | Sell |
4,344
-16
| -0.4% | -$980 | 0.12% | 65 |
|
|
2022
Q3 | $301K | Buy |
4,360
+1,805
| +71% | +$125K | 0.14% | 60 |
|
|
2022
Q2 | $204K | Hold |
2,555
| – | – | 0.08% | 83 |
|
|
2022
Q1 | $217K | Buy |
+2,555
| New | +$217K | 0.07% | 87 |
|
|
2017
Q1 | – | Sell |
-3,422
| Closed | -$262K | – | 96 |
|
|
2016
Q4 | $262K | Hold |
3,422
| – | – | 0.07% | 133 |
|
|
2016
Q3 | $254K | Hold |
3,422
| – | – | 0.07% | 143 |
|
|
2016
Q2 | $267K | Sell |
3,422
-200
| -6% | -$15.6K | 0.08% | 127 |
|
|
2016
Q1 | $272K | Buy |
+3,622
| New | +$272K | 0.07% | 154 |
|