Successful Portfolios’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,205
| Closed | -$258K | – | 191 |
|
|
2022
Q4 | $258K | Buy |
4,205
+180
| +4% | +$11K | 0.17% | 148 |
|
|
2022
Q3 | $278K | Hold |
4,025
| – | – | 0.2% | 136 |
|
|
2022
Q2 | $321K | Sell |
4,025
-50
| -1% | -$3.99K | 0.22% | 118 |
|
|
2022
Q1 | $346K | Hold |
4,075
| – | – | 0.2% | 129 |
|
|
2021
Q4 | $320K | Buy |
4,075
+73
| +2% | +$5.73K | 0.17% | 134 |
|
|
2021
Q3 | $292K | Sell |
4,002
-100
| -2% | -$7.3K | 0.17% | 141 |
|
|
2021
Q2 | $302K | Sell |
4,102
-300
| -7% | -$22.1K | 0.18% | 143 |
|
|
2021
Q1 | $334K | Sell |
4,402
-40
| -0.9% | -$3.04K | 0.22% | 119 |
|
|
2020
Q4 | $334K | Hold |
4,442
| – | – | 0.24% | 109 |
|
|
2020
Q3 | $351K | Sell |
4,442
-289
| -6% | -$22.8K | 0.28% | 97 |
|
|
2020
Q2 | $384K | Buy |
4,731
+614
| +15% | +$49.8K | 0.34% | 86 |
|
|
2020
Q1 | $297K | Sell |
4,117
-576
| -12% | -$41.6K | 0.3% | 95 |
|
|
2019
Q4 | $389K | Sell |
4,693
-177
| -4% | -$14.7K | 0.35% | 83 |
|
|
2019
Q3 | $395K | Buy |
4,870
+279
| +6% | +$22.6K | 0.37% | 77 |
|
|
2019
Q2 | $355K | Sell |
4,591
-312
| -6% | -$24.1K | 0.38% | 79 |
|
|
2019
Q1 | $376K | Buy |
4,903
+501
| +11% | +$38.4K | 0.41% | 76 |
|
|
2018
Q4 | $315K | Sell |
4,402
-175
| -4% | -$12.5K | 0.4% | 77 |
|
|
2018
Q3 | $322K | Sell |
4,577
-303
| -6% | -$21.3K | 0.35% | 90 |
|
|
2018
Q2 | $333K | Buy |
+4,880
| New | +$333K | 0.39% | 83 |
|
|
2018
Q1 | – | Sell |
-2,650
| Closed | -$215K | – | 132 |
|
|
2017
Q4 | $215K | Buy |
+2,650
| New | +$215K | 0.27% | 116 |
|