PFG 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
Q3 | – | Sell |
-14,926
| Closed | -$773K | – | 617 |
|
|
2023
Q2 | $773K | Buy |
14,926
+6,529
| +78% | +$338K | 0.06% | 330 |
|
|
2023
Q1 | $469K | Buy |
8,397
+45
| +0.5% | +$2.52K | 0.04% | 395 |
|
|
2022
Q4 | $512K | Buy |
8,352
+1,578
| +23% | +$96.8K | 0.05% | 355 |
|
|
2022
Q3 | $468K | Sell |
6,774
-215
| -3% | -$14.9K | 0.05% | 329 |
|
|
2022
Q2 | $558K | Sell |
6,989
-44
| -0.6% | -$3.51K | 0.06% | 238 |
|
|
2022
Q1 | $598K | Buy |
7,033
+1,726
| +33% | +$147K | 0.06% | 249 |
|
|
2021
Q4 | $417K | Sell |
5,307
-1,768
| -25% | -$139K | 0.04% | 385 |
|
|
2021
Q3 | $517K | Sell |
7,075
-95
| -1% | -$6.94K | 0.06% | 325 |
|
|
2021
Q2 | $527K | Sell |
7,170
-2
| -0% | -$147 | 0.06% | 312 |
|
|
2021
Q1 | $545K | Buy |
+7,172
| New | +$545K | 0.07% | 285 |
|