Newton One Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38K | Buy |
148
+2
| +1% | +$113 | ﹤0.01% | 104 |
|
|
2025
Q1 | $8.21K | Buy |
146
+1
| +0.7% | +$56 | ﹤0.01% | 100 |
|
|
2024
Q4 | $7.79K | Buy |
+145
| New | +$7.79K | ﹤0.01% | 104 |
|
|
2024
Q3 | – | Sell |
-141
| Closed | -$6.92K | – | 53 |
|
|
2024
Q2 | $6.92K | Buy |
141
+2
| +1% | +$98 | ﹤0.01% | 98 |
|
|
2024
Q1 | $6.86K | Buy |
139
+2
| +1% | +$99 | ﹤0.01% | 99 |
|
|
2023
Q4 | $6.46K | Buy |
137
+1
| +0.7% | +$47 | ﹤0.01% | 98 |
|
|
2023
Q3 | $6.06K | Buy |
136
+2
| +1% | +$89 | ﹤0.01% | 106 |
|
|
2023
Q2 | $6.92K | Buy |
134
+2
| +2% | +$103 | ﹤0.01% | 108 |
|
|
2023
Q1 | $7.38K | Hold |
132
| – | – | ﹤0.01% | 100 |
|
|
2022
Q4 | $8.09K | Sell |
132
-132
| -50% | -$8.09K | 0.01% | 98 |
|
|
2022
Q3 | $18K | Hold |
264
| – | – | 0.01% | 85 |
|
|
2022
Q2 | $21K | Hold |
264
| – | – | 0.02% | 84 |
|
|
2022
Q1 | $22K | Hold |
264
| – | – | 0.02% | 88 |
|
|
2021
Q4 | $21K | Hold |
264
| – | – | 0.01% | 90 |
|
|
2021
Q3 | $19K | Hold |
264
| – | – | 0.01% | 94 |
|
|
2021
Q2 | $19K | Buy |
+264
| New | +$19K | 0.02% | 93 |
|