Pine Valley Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $395K | Buy |
7,327
+1,930
| +36% | +$104K | 0.02% | 350 |
|
2024
Q3 | $312K | Buy |
5,397
+361
| +7% | +$20.9K | 0.02% | 387 |
|
2024
Q2 | $247K | Sell |
5,036
-375
| -7% | -$18.4K | 0.02% | 395 |
|
2024
Q1 | $266K | Sell |
5,411
-1,023
| -16% | -$50.3K | 0.02% | 384 |
|
2023
Q4 | $302K | Sell |
6,434
-1,394
| -18% | -$65.5K | 0.02% | 352 |
|
2023
Q3 | $350K | Buy |
7,828
+2,200
| +39% | +$98.3K | 0.03% | 323 |
|
2023
Q2 | $291K | Buy |
+5,628
| New | +$291K | 0.03% | 302 |
|