Absher Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,761
| Closed | -$277K | – | 66 |
|
|
2021
Q2 | $277K | Buy |
3,761
+113
| +3% | +$8.32K | 0.05% | 63 |
|
|
2021
Q1 | $277K | Sell |
3,648
-668
| -15% | -$50.7K | 0.05% | 63 |
|
|
2020
Q4 | $325K | Sell |
4,316
-600
| -12% | -$45.2K | 0.07% | 60 |
|
|
2020
Q3 | $388K | Sell |
4,916
-142
| -3% | -$11.2K | 0.09% | 52 |
|
|
2020
Q2 | $411K | Sell |
5,058
-1,066
| -17% | -$86.6K | 0.11% | 49 |
|
|
2020
Q1 | $442K | Buy |
6,124
+923
| +18% | +$66.6K | 0.14% | 44 |
|
|
2019
Q4 | $440K | Buy |
+5,201
| New | +$440K | 0.11% | 49 |
|