SA
Syntax Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Buy |
5,225
+619
| +13% | +$27.7K | 0.21% | 129 |
|
|
2023
Q2 | $239K | Sell |
4,606
-180
| -4% | -$9.32K | 0.19% | 144 |
|
|
2023
Q1 | $268K | Buy |
4,786
+374
| +8% | +$20.9K | 0.2% | 108 |
|
|
2022
Q4 | $271K | Buy |
4,412
+1,134
| +35% | +$69.5K | 0.23% | 92 |
|
|
2022
Q3 | $227K | Buy |
3,278
+54
| +2% | +$3.74K | 0.19% | 154 |
|
|
2022
Q2 | $257K | Buy |
3,224
+260
| +9% | +$20.7K | 0.22% | 108 |
|
|
2022
Q1 | $252K | Sell |
2,964
-675
| -19% | -$57.4K | 0.21% | 130 |
|
|
2021
Q4 | $286K | Buy |
+3,639
| New | +$286K | 0.21% | 110 |
|