Rede Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,362
| Closed | -$232K | – | 89 |
|
2022
Q3 | $232K | Buy |
3,362
+3
| +0.1% | +$207 | 0.14% | 81 |
|
2022
Q2 | $268K | Sell |
3,359
-26
| -0.8% | -$2.07K | 0.16% | 80 |
|
2022
Q1 | $288K | Buy |
3,385
+3
| +0.1% | +$255 | 0.14% | 85 |
|
2021
Q4 | $266K | Sell |
3,382
-24
| -0.7% | -$1.89K | 0.13% | 91 |
|
2021
Q3 | $249K | Sell |
3,406
-223
| -6% | -$16.3K | 0.13% | 95 |
|
2021
Q2 | $267K | Sell |
3,629
-139
| -4% | -$10.2K | 0.14% | 89 |
|
2021
Q1 | $286K | Sell |
3,768
-94
| -2% | -$7.14K | 0.17% | 85 |
|
2020
Q4 | $287K | Buy |
+3,862
| New | +$287K | 0.2% | 74 |
|