Lenox Wealth 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
Q1 | $4K | Buy |
42
+9
| +27% | +$857 | ﹤0.01% | 581 |
|
|
2021
Q4 | $3K | Buy |
33
+20
| +154% | +$1.82K | ﹤0.01% | 663 |
|
|
2021
Q3 | $1K | Buy |
13
+8
| +160% | +$615 | ﹤0.01% | 658 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $0 | Sell |
5
-313
| -98% | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $24K | Buy |
+318
| New | +$24K | ﹤0.01% | 286 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$1K | – | 798 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 665 |
|