Baystate Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31.8K | Sell |
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|
2023
Q3 | $40.6K | Buy |
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|
2023
Q2 | $39.5K | Sell |
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|
2023
Q1 | $46.2K | Buy |
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|
2022
Q4 | $38K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $84K | Buy |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $57K | Hold |
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|
2018
Q4 | $51K | Hold |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $52K | Buy |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $55K | Sell |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $80K | Hold |
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|
2017
Q1 | $81K | Buy |
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