Tyler-Stone 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
Q3 | – | Sell |
-383
| Closed | -$18.8K | – | 427 |
|
|
2024
Q2 | $18.8K | Hold |
383
| – | – | 0.01% | 525 |
|
|
2024
Q1 | $18.8K | Sell |
383
-66
| -15% | -$3.25K | 0.01% | 522 |
|
|
2023
Q4 | $21.1K | Sell |
449
-3,775
| -89% | -$177K | 0.01% | 485 |
|
|
2023
Q3 | $189K | Buy |
4,224
+252
| +6% | +$11.3K | 0.11% | 162 |
|
|
2023
Q2 | $206K | Buy |
+3,972
| New | +$206K | 0.12% | 157 |
|
|
2022
Q4 | $336K | Hold |
5,472
| – | – | 0.23% | 97 |
|
|
2022
Q3 | $378K | Sell |
5,472
-1,084
| -17% | -$74.9K | 0.29% | 71 |
|
|
2022
Q2 | $523K | Hold |
6,556
| – | – | 0.35% | 64 |
|
|
2022
Q1 | $557K | Sell |
6,556
-238
| -4% | -$20.2K | 0.31% | 71 |
|
|
2021
Q4 | $534K | Buy |
+6,794
| New | +$534K | 0.28% | 78 |
|