Klaas Financial Asset Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-459
| Closed | -$32K | – | 45 |
|
|
2022
Q3 | $32K | Hold |
459
| – | – | 0.01% | 57 |
|
|
2022
Q2 | $37K | Hold |
459
| – | – | 0.01% | 56 |
|
|
2022
Q1 | $39K | Sell |
459
-97
| -17% | -$8.24K | 0.01% | 54 |
|
|
2021
Q4 | $44K | Buy |
556
+4
| +0.7% | +$317 | 0.01% | 52 |
|
|
2021
Q3 | $40K | Buy |
552
+5
| +0.9% | +$362 | 0.01% | 54 |
|
|
2021
Q2 | $40K | Buy |
547
+4
| +0.7% | +$293 | 0.01% | 53 |
|
|
2021
Q1 | $41K | Sell |
543
-64
| -11% | -$4.83K | 0.01% | 44 |
|
|
2020
Q4 | $46K | Buy |
+607
| New | +$46K | 0.01% | 41 |
|