Zullo Investment 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
Q1 | – | Sell |
-2,086
| Closed | -$128K | – | 260 |
|
2022
Q4 | $128K | Buy |
2,086
+6
| +0.3% | +$368 | 0.08% | 180 |
|
2022
Q3 | $144K | Sell |
2,080
-262
| -11% | -$18.1K | 0.09% | 161 |
|
2022
Q2 | $187K | Sell |
2,342
-63
| -3% | -$5.03K | 0.12% | 144 |
|
2022
Q1 | $204K | Sell |
2,405
-3
| -0.1% | -$254 | 0.11% | 149 |
|
2021
Q4 | $189K | Buy |
+2,408
| New | +$189K | 0.1% | 163 |
|