ONSWM
Old North State Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,251
| Closed | -$209K | – | 100 |
|
|
2024
Q1 | $209K | Buy |
+4,251
| New | +$209K | 0.14% | 89 |
|
|
2022
Q2 | – | Sell |
-5,370
| Closed | -$456K | – | 56 |
|
|
2022
Q1 | $456K | Buy |
5,370
+49
| +0.9% | +$4.16K | 0.46% | 43 |
|
|
2021
Q4 | $418K | Buy |
+5,321
| New | +$418K | 0.42% | 43 |
|