Red Wave Investments’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 |
-3,496
| Closed | -$214K | – | 94 |
|
|
2022
Q4 | $214K | Buy |
3,496
+102
| +3% | +$6.26K | 0.09% | 90 |
|
|
2022
Q3 | $235K | Buy |
3,394
+20
| +0.6% | +$1.39K | 0.1% | 82 |
|
|
2022
Q2 | $269K | Buy |
3,374
+22
| +0.7% | +$1.75K | 0.11% | 82 |
|
|
2022
Q1 | $285K | Buy |
3,352
+19
| +0.6% | +$1.62K | 0.1% | 83 |
|
|
2021
Q4 | $262K | Buy |
3,333
+19
| +0.6% | +$1.49K | 0.09% | 82 |
|
|
2021
Q3 | $242K | Sell |
3,314
-9
| -0.3% | -$657 | 0.09% | 85 |
|
|
2021
Q2 | $244K | Buy |
3,323
+48
| +1% | +$3.53K | 0.09% | 80 |
|
|
2021
Q1 | $249K | Buy |
3,275
+85
| +3% | +$6.46K | 0.1% | 77 |
|
|
2020
Q4 | $240K | Buy |
+3,190
| New | +$240K | 0.11% | 72 |
|