Laurel Wealth Planning’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-400
| Closed | -$24.5K | – | 90 |
|
|
2022
Q4 | $24.5K | Hold |
400
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $28K | Hold |
400
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $32K | Hold |
400
| – | – | 0.02% | 121 |
|
|
2022
Q1 | $34K | Hold |
400
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $31K | Hold |
400
| – | – | 0.02% | 100 |
|
|
2021
Q3 | $29K | Hold |
400
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $29K | Buy |
+400
| New | +$29K | 0.03% | 74 |
|