Westshore Wealth’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 |
-5,012
| Closed | -$346K | – | 106 |
|
|
2022
Q3 | $346K | Sell |
5,012
-500
| -9% | -$34.5K | 0.24% | 47 |
|
|
2022
Q2 | $440K | Buy |
5,512
+212
| +4% | +$16.9K | 0.29% | 41 |
|
|
2022
Q1 | $450K | Buy |
5,300
+100
| +2% | +$8.49K | 0.3% | 41 |
|
|
2021
Q4 | $409K | Sell |
5,200
-300
| -5% | -$23.6K | 0.28% | 48 |
|
|
2021
Q3 | $402K | Sell |
5,500
-2,248
| -29% | -$164K | 0.32% | 44 |
|
|
2021
Q2 | $570K | Buy |
7,748
+200
| +3% | +$14.7K | 0.29% | 58 |
|
|
2021
Q1 | $573K | Buy |
+7,548
| New | +$573K | 0.33% | 49 |
|
|
2019
Q4 | $439K | Buy |
+5,300
| New | +$439K | 0.48% | 43 |
|