MB, Levis & Associates’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-135
| Closed | -$7.8K | – | 297 |
|
|
2024
Q3 | $7.8K | Buy |
135
+2
| +2% | +$116 | ﹤0.01% | 206 |
|
|
2024
Q2 | $6.54K | Buy |
133
+1
| +0.8% | +$49 | ﹤0.01% | 210 |
|
|
2024
Q1 | $6.48K | Buy |
132
+2
| +2% | +$98 | ﹤0.01% | 207 |
|
|
2023
Q4 | $6.11K | Buy |
130
+2
| +2% | +$94 | ﹤0.01% | 204 |
|
|
2023
Q3 | $5.72K | Buy |
128
+2
| +2% | +$89 | ﹤0.01% | 213 |
|
|
2023
Q2 | $6.54K | Buy |
126
+1
| +0.8% | +$52 | ﹤0.01% | 212 |
|
|
2023
Q1 | $6.98K | Buy |
125
+2
| +2% | +$112 | ﹤0.01% | 208 |
|
|
2022
Q4 | $7.56K | Buy |
+123
| New | +$7.56K | 0.01% | 195 |
|