Adams Chetwood 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
Q1 | – | Sell |
-3,679
| Closed | -$277K | – | 75 |
|
|
2020
Q4 | $277K | Hold |
3,679
| – | – | 0.23% | 67 |
|
|
2020
Q3 | $290K | Sell |
3,679
-2,763
| -43% | -$218K | 0.28% | 61 |
|
|
2020
Q2 | $523K | Hold |
6,442
| – | – | 0.53% | 41 |
|
|
2020
Q1 | $505K | Buy |
6,442
+63
| +1% | +$4.94K | 0.59% | 40 |
|
|
2019
Q4 | $528K | Buy |
+6,379
| New | +$528K | 0.54% | 36 |
|