Partners in Financial Planning’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,851
| Closed | -$305K | – | 94 |
|
|
2022
Q4 | $305K | Hold |
4,851
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $287K | Hold |
4,851
| – | – | 0.08% | 75 |
|
|
2022
Q2 | $403K | Hold |
4,851
| – | – | 0.13% | 61 |
|
|
2022
Q1 | $412K | Hold |
4,851
| – | – | 0.13% | 57 |
|
|
2021
Q4 | $384K | Hold |
4,851
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $354K | Sell |
4,851
-687
| -12% | -$50.2K | 0.11% | 64 |
|
|
2021
Q2 | $407K | Buy |
+5,538
| New | +$407K | 0.13% | 57 |
|