Altium 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
Q2 | $992K | Buy |
12,432
+2,248
| +22% | +$179K | 0.07% | 160 |
|
|
2022
Q1 | $865K | Buy |
10,184
+3,720
| +58% | +$316K | 0.06% | 176 |
|
|
2021
Q4 | $508K | Buy |
6,464
+949
| +17% | +$74.6K | 0.03% | 252 |
|
|
2021
Q3 | $403K | Buy |
5,515
+639
| +13% | +$46.7K | 0.03% | 264 |
|
|
2021
Q2 | $359K | Buy |
4,876
+1,906
| +64% | +$140K | 0.03% | 289 |
|
|
2021
Q1 | $226K | Buy |
+2,970
| New | +$226K | 0.02% | 338 |
|
|
2020
Q4 | – | Sell |
-3,379
| Closed | -$267K | – | 355 |
|
|
2020
Q3 | $267K | Buy |
3,379
+586
| +21% | +$46.3K | 0.03% | 283 |
|
|
2020
Q2 | $227K | Buy |
+2,793
| New | +$227K | 0.03% | 294 |
|
|
2019
Q2 | – | Sell |
-2,659
| Closed | -$204K | – | 283 |
|
|
2019
Q1 | $204K | Sell |
2,659
-146
| -5% | -$11.2K | 0.03% | 259 |
|
|
2018
Q4 | $200K | Buy |
+2,805
| New | +$200K | 0.04% | 244 |
|