Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $239K | Sell |
3,902
-2,814
| -42% | -$173K | 0.14% | 106 |
|
|
2022
Q3 | $464K | Buy |
6,716
+36
| +0.5% | +$2.49K | 0.35% | 72 |
|
|
2022
Q2 | $533K | Buy |
6,680
+39
| +0.6% | +$3.11K | 0.36% | 69 |
|
|
2022
Q1 | $564K | Buy |
6,641
+335
| +5% | +$28.5K | 0.34% | 72 |
|
|
2021
Q4 | $495K | Buy |
6,306
+531
| +9% | +$41.7K | 0.29% | 83 |
|
|
2021
Q3 | $422K | Sell |
5,775
-38
| -0.7% | -$2.78K | 0.27% | 92 |
|
|
2021
Q2 | $428K | Buy |
5,813
+257
| +5% | +$18.9K | 0.27% | 90 |
|
|
2021
Q1 | $422K | Buy |
5,556
+99
| +2% | +$7.52K | 0.29% | 82 |
|
|
2020
Q4 | $410K | Sell |
5,457
-914
| -14% | -$68.7K | 0.3% | 79 |
|
|
2020
Q3 | $503K | Buy |
6,371
+452
| +8% | +$35.7K | 0.41% | 67 |
|
|
2020
Q2 | $481K | Buy |
5,919
+97
| +2% | +$7.88K | 0.44% | 65 |
|
|
2020
Q1 | $420K | Buy |
5,822
+191
| +3% | +$13.8K | 0.47% | 61 |
|
|
2019
Q4 | $466K | Buy |
5,631
+346
| +7% | +$28.6K | 0.44% | 63 |
|
|
2019
Q3 | $428K | Buy |
5,285
+42
| +0.8% | +$3.4K | 0.43% | 65 |
|
|
2019
Q2 | $405K | Buy |
5,243
+489
| +10% | +$37.8K | 0.41% | 68 |
|
|
2019
Q1 | $364K | Buy |
4,754
+1,090
| +30% | +$83.5K | 0.32% | 78 |
|
|
2018
Q4 | $262K | Sell |
3,664
-465
| -11% | -$33.3K | 0.27% | 85 |
|
|
2018
Q3 | $290K | Buy |
4,129
+437
| +12% | +$30.7K | 0.26% | 90 |
|
|
2018
Q2 | $252K | Buy |
3,692
+34
| +0.9% | +$2.32K | 0.25% | 91 |
|
|
2018
Q1 | $247K | Buy |
3,658
+32
| +0.9% | +$2.16K | 0.25% | 91 |
|
|
2017
Q4 | $294K | Buy |
+3,626
| New | +$294K | 0.28% | 84 |
|