AWA
ARS Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,655
| Closed | -$210K | – | 122 |
|
|
2020
Q3 | $210K | Buy |
2,655
+1
| +0% | +$79 | 0.06% | 102 |
|
|
2020
Q2 | $215K | Buy |
+2,654
| New | +$215K | 0.07% | 92 |
|
|
2020
Q1 | – | Sell |
-3,240
| Closed | -$268K | – | 95 |
|
|
2019
Q4 | $268K | Buy |
3,240
+351
| +12% | +$29K | 0.08% | 96 |
|
|
2019
Q3 | $234K | Buy |
2,889
+123
| +4% | +$9.96K | 0.07% | 96 |
|
|
2019
Q2 | $214K | Buy |
+2,766
| New | +$214K | 0.07% | 107 |
|