Summit Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,555
| Closed | -$204K | – | 160 |
|
|
2022
Q2 | $204K | Buy |
2,555
+5
| +0.2% | +$399 | 0.05% | 158 |
|
|
2022
Q1 | $217K | Buy |
2,550
+4
| +0.2% | +$340 | 0.05% | 157 |
|
|
2021
Q4 | $200K | Sell |
2,546
-781
| -23% | -$61.4K | 0.04% | 159 |
|
|
2021
Q3 | $243K | Buy |
3,327
+4
| +0.1% | +$292 | 0.06% | 138 |
|
|
2021
Q2 | $244K | Buy |
3,323
+660
| +25% | +$48.6K | 0.06% | 142 |
|
|
2021
Q1 | $202K | Buy |
+2,663
| New | +$202K | 0.05% | 145 |
|