Worth Asset Management’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 |
-353
| Closed | -$18.3K | – | 160 |
|
|
2023
Q2 | $18.3K | Buy |
353
+103
| +41% | +$5.34K | 0.01% | 252 |
|
|
2023
Q1 | $14K | Buy |
+250
| New | +$14K | 0.01% | 290 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$7K | – | 482 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 361 |
|