LFASL
Lugano Financial Advisors SA (LFA)’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,486
| Closed | -$181K | – | 189 |
|
|
2023
Q2 | $181K | Hold |
3,486
| – | – | 0.12% | 78 |
|
|
2023
Q1 | $195K | Hold |
3,486
| – | – | 0.15% | 50 |
|
|
2022
Q4 | $214K | Sell |
3,486
-3,486
| -50% | -$214K | 0.16% | 55 |
|
|
2022
Q3 | $482K | Buy |
6,972
+3,486
| +100% | +$241K | 0.38% | 44 |
|
|
2022
Q2 | $278K | Hold |
3,486
| – | – | 0.19% | 54 |
|
|
2022
Q1 | $297K | Hold |
3,486
| – | – | 0.2% | 53 |
|
|
2021
Q4 | $274K | Buy |
+3,486
| New | +$274K | 0.16% | 58 |
|