Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,658
| Closed | -$212K | – | 218 |
|
|
2022
Q2 | $212K | Buy |
2,658
+147
| +6% | +$11.7K | 0.07% | 203 |
|
|
2022
Q1 | $213K | Buy |
+2,511
| New | +$213K | 0.06% | 205 |
|
|
2020
Q4 | – | Sell |
-2,569
| Closed | -$203K | – | 137 |
|
|
2020
Q3 | $203K | Buy |
2,569
+22
| +0.9% | +$1.74K | 0.11% | 119 |
|
|
2020
Q2 | $207K | Buy |
+2,547
| New | +$207K | 0.18% | 58 |
|
|
2020
Q1 | – | Sell |
-2,648
| Closed | -$219K | – | 54 |
|
|
2019
Q4 | $219K | Buy |
+2,648
| New | +$219K | 0.21% | 66 |
|