Tilt Investment Management Holdings’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
-4,357
Closed -$226K 135
2023
Q2
$226K Hold
4,357
0.15% 137
2023
Q1
$236K Buy
4,357
+564
+15% +$30.5K 0.17% 133
2022
Q4
$233K Buy
+3,793
New +$233K 0.2% 123