Mayfair Advisory Group’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 |
-4,164
| Closed | -$296K | – | 118 |
|
|
2022
Q3 | $296K | Hold |
4,164
| – | – | 0.42% | 69 |
|
|
2022
Q2 | $341K | Hold |
4,164
| – | – | 0.45% | 60 |
|
|
2022
Q1 | $359K | Buy |
4,164
+219
| +6% | +$18.9K | 0.46% | 55 |
|
|
2021
Q4 | $312K | Hold |
3,945
| – | – | 0.41% | 58 |
|
|
2021
Q3 | $289K | Hold |
3,945
| – | – | 0.44% | 59 |
|
|
2021
Q2 | $290K | Hold |
3,945
| – | – | 0.46% | 60 |
|
|
2021
Q1 | $299K | Hold |
3,945
| – | – | 0.53% | 47 |
|
|
2020
Q4 | $297K | Buy |
3,945
+1,392
| +55% | +$105K | 0.58% | 45 |
|
|
2020
Q3 | $202K | Buy |
+2,553
| New | +$202K | 0.52% | 64 |
|