Atlas Private 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 | – | Sell |
-2,359
| Closed | -$200K | – | 116 |
|
|
2022
Q1 | $200K | Buy |
+2,359
| New | +$200K | 0.12% | 122 |
|
|
2021
Q2 | – | Sell |
-286
| Closed | -$22K | – | 169 |
|
|
2021
Q1 | $22K | Buy |
286
+48
| +20% | +$3.69K | 0.01% | 250 |
|
|
2020
Q4 | $18K | Sell |
238
-100
| -30% | -$7.56K | 0.01% | 267 |
|
|
2020
Q3 | $27K | Hold |
338
| – | – | 0.02% | 226 |
|
|
2020
Q2 | $27K | Hold |
338
| – | – | 0.02% | 238 |
|
|
2020
Q1 | $24K | Sell |
338
-98
| -22% | -$6.96K | 0.02% | 232 |
|
|
2019
Q4 | $36K | Buy |
+436
| New | +$36K | 0.03% | 225 |
|