Powers Advisory Group’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 |
-4,320
| Closed | -$224K | – | 90 |
|
|
2023
Q2 | $224K | Buy |
4,320
+42
| +1% | +$2.18K | 0.15% | 86 |
|
|
2023
Q1 | $239K | Sell |
4,278
-115
| -3% | -$6.43K | 0.17% | 85 |
|
|
2022
Q4 | $269K | Sell |
4,393
-1
| -0% | -$61 | 0.2% | 80 |
|
|
2022
Q3 | $304K | Buy |
4,394
+27
| +0.6% | +$1.87K | 0.24% | 74 |
|
|
2022
Q2 | $349K | Buy |
4,367
+28
| +0.6% | +$2.24K | 0.27% | 73 |
|
|
2022
Q1 | $369K | Buy |
4,339
+26
| +0.6% | +$2.21K | 0.26% | 75 |
|
|
2021
Q4 | $339K | Buy |
+4,313
| New | +$339K | 0.24% | 77 |
|