Simplicity Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,685
| Closed | -$306K | – | 568 |
|
|
2024
Q4 | $306K | Buy |
5,685
+1,712
| +43% | +$92.2K | 0.06% | 230 |
|
|
2024
Q3 | $230K | Sell |
3,973
-21,508
| -84% | -$1.24M | 0.02% | 446 |
|
|
2024
Q2 | $1.25M | Sell |
25,481
-2,754
| -10% | -$135K | 0.03% | 467 |
|
|
2024
Q1 | $1.39M | Buy |
+28,235
| New | +$1.39M | 0.03% | 432 |
|