Tilia Fiduciary Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-290
| Closed | -$15K | – | 187 |
|
|
2023
Q2 | $15K | Sell |
290
-40
| -12% | -$2.07K | 0.01% | 332 |
|
|
2023
Q1 | $18.4K | Hold |
330
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $20.2K | Hold |
330
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $21K | Buy |
330
+40
| +14% | +$2.55K | 0.02% | 280 |
|
|
2022
Q2 | $23K | Hold |
290
| – | – | 0.02% | 277 |
|
|
2022
Q1 | $25K | Hold |
290
| – | – | 0.02% | 288 |
|
|
2021
Q4 | $23K | Buy |
+290
| New | +$23K | 0.02% | 304 |
|