NSI Retail Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,211
| Closed | -$104K | – | 43 |
|
|
2023
Q4 | $104K | Hold |
2,211
| – | – | 0.02% | 47 |
|
|
2023
Q3 | $99K | Hold |
2,211
| – | – | 0.02% | 40 |
|
|
2023
Q2 | $115K | Hold |
2,211
| – | – | 0.02% | 51 |
|
|
2023
Q1 | $124K | Hold |
2,211
| – | – | 0.03% | 46 |
|
|
2022
Q4 | $136K | Hold |
2,211
| – | – | 0.03% | 42 |
|
|
2022
Q3 | $153K | Hold |
2,211
| – | – | 0.05% | 37 |
|
|
2022
Q2 | $176K | Hold |
2,211
| – | – | 0.04% | 41 |
|
|
2022
Q1 | $188K | Hold |
2,211
| – | – | 0.03% | 48 |
|
|
2021
Q4 | $174K | Sell |
2,211
-1,000
| -31% | -$78.7K | 0.03% | 48 |
|
|
2021
Q3 | $234K | Sell |
3,211
-3,000
| -48% | -$219K | 0.04% | 47 |
|
|
2021
Q2 | $457K | Buy |
+6,211
| New | +$457K | 0.06% | 44 |
|