AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$8K | – | 462 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | 0.01% | 353 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | 0.01% | 335 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | 0.01% | 343 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | 0.01% | 354 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 352 |
|
|
2016
Q4 | – | Sell |
-70
| Closed | -$5K | – | 347 |
|
|
2016
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 259 |
|
|
2016
Q2 | $5K | Buy |
70
+1
| +1% | +$71 | 0.01% | 245 |
|
|
2016
Q1 | $5K | Buy |
69
+1
| +1% | +$72 | 0.01% | 244 |
|
|
2015
Q4 | $5K | Hold |
68
| – | – | 0.01% | 244 |
|
|
2015
Q3 | $5K | Buy |
68
+1
| +1% | +$74 | 0.01% | 249 |
|
|
2015
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 281 |
|