Resurgent Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,294
| Closed | -$60.8K | – | 252 |
|
|
2023
Q4 | $60.8K | Sell |
1,294
-657
| -34% | -$30.9K | 0.04% | 301 |
|
|
2023
Q3 | $87.2K | Buy |
1,951
+110
| +6% | +$4.91K | 0.06% | 240 |
|
|
2023
Q2 | $95.3K | Sell |
1,841
-162
| -8% | -$8.39K | 0.06% | 237 |
|
|
2023
Q1 | $112K | Buy |
2,003
+1,071
| +115% | +$59.9K | 0.07% | 217 |
|
|
2022
Q4 | $57.2K | Buy |
+932
| New | +$57.2K | 0.03% | 400 |
|