Bailard’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,382
| Closed | -$356K | – | 573 |
|
|
2020
Q2 | $356K | Buy |
4,382
+502
| +13% | +$40.8K | 0.02% | 324 |
|
|
2020
Q1 | $280K | Hold |
3,880
| – | – | 0.02% | 333 |
|
|
2019
Q4 | $321K | Sell |
3,880
-80
| -2% | -$6.62K | 0.02% | 391 |
|
|
2019
Q3 | $321K | Hold |
3,960
| – | – | 0.02% | 383 |
|
|
2019
Q2 | $306K | Buy |
3,960
+65
| +2% | +$5.02K | 0.02% | 408 |
|
|
2019
Q1 | $299K | Sell |
3,895
-116
| -3% | -$8.91K | 0.02% | 425 |
|
|
2018
Q4 | $287K | Buy |
+4,011
| New | +$287K | 0.02% | 426 |
|