World Equity Group’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 |
-9,928
| Closed | -$514K | – | 339 |
|
|
2023
Q2 | $514K | Sell |
9,928
-29,008
| -75% | -$1.5M | 0.15% | 177 |
|
|
2023
Q1 | $676K | Buy |
38,936
+27,796
| +250% | +$482K | 0.1% | 217 |
|
|
2022
Q4 | $683K | Sell |
11,140
-11,175
| -50% | -$685K | 0.16% | 144 |
|
|
2022
Q3 | $1.54M | Sell |
22,315
-126
| -0.6% | -$8.71K | 0.39% | 68 |
|
|
2022
Q2 | $1.79M | Buy |
22,441
+326
| +1% | +$26K | 0.45% | 61 |
|
|
2022
Q1 | $1.88M | Buy |
+22,115
| New | +$1.88M | 0.41% | 65 |
|