Avantax Planning Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,076
| Closed | -$231K | – | 318 |
|
|
2020
Q4 | $231K | Sell |
3,076
-143
| -4% | -$10.7K | 0.01% | 257 |
|
|
2020
Q3 | $254K | Buy |
3,219
+84
| +3% | +$6.63K | 0.01% | 250 |
|
|
2020
Q2 | $254K | Sell |
3,135
-308
| -9% | -$25K | 0.01% | 232 |
|
|
2020
Q1 | $249K | Buy |
+3,443
| New | +$249K | 0.02% | 227 |
|
|
2018
Q4 | – | Sell |
-1,362
| Closed | -$96K | – | 481 |
|
|
2018
Q3 | $96K | Buy |
+1,362
| New | +$96K | 0.01% | 354 |
|
|
2018
Q2 | – | Sell |
-1,801
| Closed | -$121K | – | 507 |
|
|
2018
Q1 | $121K | Buy |
+1,801
| New | +$121K | 0.01% | 376 |
|
|
2017
Q4 | – | Sell |
-2,777
| Closed | -$214K | – | 319 |
|
|
2017
Q3 | $214K | Buy |
+2,777
| New | +$214K | 0.02% | 349 |
|