Schubert & Co’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$895 | – | 418 |
|
|
2023
Q1 | $895 | Sell |
16
-1
| -6% | -$56 | ﹤0.01% | 1234 |
|
|
2022
Q4 | $1.04K | Sell |
17
-12
| -41% | -$736 | ﹤0.01% | 1160 |
|
|
2022
Q3 | $2K | Sell |
29
-5
| -15% | -$345 | ﹤0.01% | 763 |
|
|
2022
Q2 | $3K | Buy |
34
+15
| +79% | +$1.32K | ﹤0.01% | 559 |
|
|
2022
Q1 | $2K | Buy |
19
+4
| +27% | +$421 | ﹤0.01% | 378 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 591 |
|