Morris Financial Concepts’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,691
| Closed | -$206K | – | 155 |
|
|
2023
Q1 | $206K | Buy |
3,691
+424
| +13% | +$23.7K | 0.15% | 80 |
|
|
2022
Q4 | $200K | Sell |
3,267
-907
| -22% | -$55.6K | 0.16% | 78 |
|
|
2022
Q3 | $288K | Buy |
4,174
+965
| +30% | +$66.6K | 0.3% | 50 |
|
|
2022
Q2 | $256K | Sell |
3,209
-36
| -1% | -$2.87K | 0.24% | 56 |
|
|
2022
Q1 | $276K | Sell |
3,245
-76
| -2% | -$6.46K | 0.23% | 57 |
|
|
2021
Q4 | $261K | Buy |
+3,321
| New | +$261K | 0.22% | 53 |
|