Ruedi Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13
| Closed | -$637 | – | 384 |
|
|
2024
Q2 | $637 | Buy |
+13
| New | +$637 | ﹤0.01% | 402 |
|
|
2024
Q1 | – | Sell |
-302
| Closed | -$14.2K | – | 262 |
|
|
2023
Q4 | $14.2K | Sell |
302
-501
| -62% | -$23.5K | 0.01% | 124 |
|
|
2023
Q3 | $35.9K | Hold |
803
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $41.6K | Hold |
803
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $44.9K | Hold |
803
| – | – | 0.03% | 83 |
|
|
2022
Q4 | $49.2K | Buy |
+803
| New | +$49.2K | 0.03% | 71 |
|