Valley Brook Capital Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,115
| Closed | -$215K | – | 107 |
|
|
2022
Q3 | $215K | Hold |
3,115
| – | – | 0.23% | 93 |
|
|
2022
Q2 | $248K | Hold |
3,115
| – | – | 0.26% | 88 |
|
|
2022
Q1 | $264K | Hold |
3,115
| – | – | 0.23% | 95 |
|
|
2021
Q4 | $244K | Sell |
3,115
-200
| -6% | -$15.7K | 0.21% | 102 |
|
|
2021
Q3 | $242K | Hold |
3,315
| – | – | 0.24% | 95 |
|
|
2021
Q2 | $243K | Hold |
3,315
| – | – | 0.23% | 99 |
|
|
2021
Q1 | $251K | Hold |
3,315
| – | – | 0.23% | 93 |
|
|
2020
Q4 | $249K | Buy |
+3,315
| New | +$249K | 0.25% | 86 |
|