WR Wealth Planners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.96K | Buy |
185
+7
| +4% | +$377 | ﹤0.01% | 593 |
|
|
2024
Q3 | $10.3K | Hold |
178
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $8.72K | Sell |
178
-39
| -18% | -$1.91K | ﹤0.01% | 619 |
|
|
2024
Q1 | $10.7K | Buy |
+217
| New | +$10.7K | ﹤0.01% | 585 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$1.97K | – | 332 |
|
|
2023
Q3 | $1.97K | Buy |
+44
| New | +$1.97K | ﹤0.01% | 778 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$2.24K | – | 915 |
|
|
2023
Q1 | $2.24K | Buy |
+40
| New | +$2.24K | ﹤0.01% | 762 |
|