Tradition Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-305
| Closed | -$14K | – | 565 |
|
|
2023
Q4 | $14K | Sell |
305
-51
| -14% | -$2.34K | ﹤0.01% | 920 |
|
|
2023
Q3 | $16K | Buy |
356
+78
| +28% | +$3.51K | ﹤0.01% | 895 |
|
|
2023
Q2 | $14K | Sell |
278
-16
| -5% | -$806 | ﹤0.01% | 960 |
|
|
2023
Q1 | $16K | Buy |
294
+28
| +11% | +$1.52K | ﹤0.01% | 878 |
|
|
2022
Q4 | $16K | Sell |
266
-13
| -5% | -$782 | ﹤0.01% | 793 |
|
|
2022
Q3 | $19K | Buy |
279
+13
| +5% | +$885 | ﹤0.01% | 769 |
|
|
2022
Q2 | $21K | Hold |
266
| – | – | ﹤0.01% | 635 |
|
|
2022
Q1 | $23K | Hold |
266
| – | – | ﹤0.01% | 685 |
|
|
2021
Q4 | $21K | Hold |
266
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $19K | Hold |
266
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $20K | Hold |
266
| – | – | ﹤0.01% | 750 |
|
|
2021
Q1 | $20K | Sell |
266
-450
| -63% | -$33.8K | ﹤0.01% | 629 |
|
|
2020
Q4 | $54K | Buy |
+716
| New | +$54K | 0.01% | 399 |
|