Petra Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,901
| Closed | -$219K | – | 118 |
|
|
2023
Q3 | $219K | Buy |
4,901
+731
| +18% | +$32.7K | 0.18% | 114 |
|
|
2023
Q2 | $216K | Sell |
4,170
-210
| -5% | -$10.9K | 0.19% | 100 |
|
|
2023
Q1 | $245K | Buy |
4,380
+8
| +0.2% | +$447 | 0.24% | 68 |
|
|
2022
Q4 | $268K | Buy |
+4,372
| New | +$268K | 0.3% | 78 |
|