Jamison Private Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,287
| Closed | -$132K | – | 266 |
|
|
2024
Q3 | $132K | Buy |
2,287
+10
| +0.4% | +$578 | 0.02% | 214 |
|
|
2024
Q2 | $112K | Buy |
2,277
+14
| +0.6% | +$686 | 0.02% | 210 |
|
|
2024
Q1 | $111K | Buy |
2,263
+14
| +0.6% | +$689 | 0.02% | 209 |
|
|
2023
Q4 | $106K | Buy |
2,249
+14
| +0.6% | +$658 | 0.02% | 202 |
|
|
2023
Q3 | $99.8K | Buy |
+2,235
| New | +$99.8K | 0.02% | 200 |
|