Altavista 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
Q4 | $312K | Hold |
3,977
| – | – | 0.06% | 154 |
|
|
2021
Q3 | $290K | Hold |
3,977
| – | – | 0.06% | 157 |
|
|
2021
Q2 | $293K | Hold |
3,977
| – | – | 0.06% | 158 |
|
|
2021
Q1 | $302K | Sell |
3,977
-1,477
| -27% | -$112K | 0.07% | 149 |
|
|
2020
Q4 | $410K | Hold |
5,454
| – | – | 0.1% | 123 |
|
|
2020
Q3 | $430K | Buy |
5,454
+1
| +0% | +$79 | 0.12% | 109 |
|
|
2020
Q2 | $443K | Buy |
5,453
+1
| +0% | +$81 | 0.13% | 106 |
|
|
2020
Q1 | $394K | Sell |
5,452
-161
| -3% | -$11.6K | 0.13% | 105 |
|
|
2019
Q4 | $465K | Buy |
5,613
+1,036
| +23% | +$85.8K | 0.14% | 107 |
|
|
2019
Q3 | $371K | Buy |
4,577
+600
| +15% | +$48.6K | 0.12% | 119 |
|
|
2019
Q2 | $308K | Sell |
3,977
-1,500
| -27% | -$116K | 0.1% | 126 |
|
|
2019
Q1 | $420K | Hold |
5,477
| – | – | 0.15% | 108 |
|
|
2018
Q4 | $391K | Hold |
5,477
| – | – | 0.16% | 103 |
|
|
2018
Q3 | $385K | Sell |
5,477
-205
| -4% | -$14.4K | 0.14% | 113 |
|
|
2018
Q2 | $387K | Hold |
5,682
| – | – | 0.16% | 106 |
|
|
2018
Q1 | $383K | Sell |
5,682
-303
| -5% | -$20.4K | 0.16% | 105 |
|
|
2017
Q4 | $485K | Hold |
5,985
| – | – | 0.2% | 94 |
|
|
2017
Q3 | $460K | Sell |
5,985
-104
| -2% | -$7.99K | 0.22% | 85 |
|
|
2017
Q2 | $467K | Buy |
6,089
+104
| +2% | +$7.98K | 0.23% | 84 |
|
|
2017
Q1 | $464K | Buy |
5,985
+1,032
| +21% | +$80K | 0.23% | 77 |
|
|
2016
Q4 | $379K | Buy |
4,953
+1
| +0% | +$77 | 0.21% | 85 |
|
|
2016
Q3 | $368K | Buy |
4,952
+12
| +0.2% | +$892 | 0.2% | 91 |
|
|
2016
Q2 | $385K | Sell |
4,940
-243
| -5% | -$18.9K | 0.21% | 91 |
|
|
2016
Q1 | $389K | Buy |
5,183
+342
| +7% | +$25.7K | 0.22% | 90 |
|
|
2015
Q4 | $327K | Buy |
4,841
+246
| +5% | +$16.6K | 0.19% | 93 |
|
|
2015
Q3 | $323K | Sell |
4,595
-397
| -8% | -$27.9K | 0.21% | 91 |
|
|
2015
Q2 | $334K | Hold |
4,992
| – | – | 0.21% | 93 |
|
|
2015
Q1 | $354K | Sell |
4,992
-279
| -5% | -$19.8K | 0.22% | 90 |
|
|
2014
Q4 | $408K | Sell |
5,271
-196
| -4% | -$15.2K | 0.25% | 86 |
|
|
2014
Q3 | $378K | Hold |
5,467
| – | – | 0.24% | 78 |
|
|
2014
Q2 | $391K | Hold |
5,467
| – | – | 0.24% | 85 |
|
|
2014
Q1 | $388K | Hold |
5,467
| – | – | 0.24% | 85 |
|
|
2013
Q4 | $354K | Buy |
5,467
+279
| +5% | +$18.1K | 0.22% | 90 |
|
|
2013
Q3 | $324K | Hold |
5,188
| – | – | 0.21% | 92 |
|
|
2013
Q2 | $295K | Buy |
+5,188
| New | +$295K | 0.2% | 96 |
|