Abner Herrman & Brock’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,471
| Closed | -$201K | – | 118 |
|
|
2020
Q2 | $201K | Buy |
+2,471
| New | +$201K | 0.04% | 105 |
|
|
2020
Q1 | – | Sell |
-2,419
| Closed | -$200K | – | 109 |
|
|
2019
Q4 | $200K | Sell |
2,419
-211
| -8% | -$17.4K | 0.03% | 124 |
|
|
2019
Q3 | $213K | Sell |
2,630
-135
| -5% | -$10.9K | 0.03% | 123 |
|
|
2019
Q2 | $214K | Buy |
2,765
+19
| +0.7% | +$1.47K | 0.03% | 121 |
|
|
2019
Q1 | $210K | Sell |
2,746
-1,500
| -35% | -$115K | 0.03% | 118 |
|
|
2018
Q4 | $303K | Buy |
+4,246
| New | +$303K | 0.06% | 91 |
|
|
2018
Q1 | – | Sell |
-2,492
| Closed | -$202K | – | 138 |
|
|
2017
Q4 | $202K | Buy |
+2,492
| New | +$202K | 0.03% | 123 |
|