Triad Financial Advisors’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 |
-4,667
| Closed | -$242K | – | 99 |
|
|
2023
Q2 | $242K | Sell |
4,667
-120
| -3% | -$6.21K | 0.1% | 87 |
|
|
2023
Q1 | $268K | Sell |
4,787
-8
| -0.2% | -$447 | 0.12% | 82 |
|
|
2022
Q4 | $294K | Sell |
4,795
-545
| -10% | -$33.4K | 0.13% | 79 |
|
|
2022
Q3 | $369K | Sell |
5,340
-111
| -2% | -$7.67K | 0.2% | 59 |
|
|
2022
Q2 | $435K | Sell |
5,451
-13
| -0.2% | -$1.04K | 0.24% | 50 |
|
|
2022
Q1 | $464K | Sell |
5,464
-319
| -6% | -$27.1K | 0.25% | 53 |
|
|
2021
Q4 | $454K | Buy |
+5,783
| New | +$454K | 0.27% | 59 |
|