Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31.8K | Sell |
676
-232
| -26% | -$10.9K | ﹤0.01% | 470 |
|
|
2023
Q3 | $40.6K | Buy |
908
+145
| +19% | +$6.48K | ﹤0.01% | 372 |
|
|
2023
Q2 | $39.5K | Sell |
763
-63
| -8% | -$3.27K | ﹤0.01% | 360 |
|
|
2023
Q1 | $46.2K | Buy |
826
+207
| +33% | +$11.6K | ﹤0.01% | 344 |
|
|
2022
Q4 | $38K | Buy |
619
+296
| +92% | +$18.2K | ﹤0.01% | 370 |
|
|
2022
Q3 | $22K | Buy |
323
+3
| +0.9% | +$204 | ﹤0.01% | 413 |
|
|
2022
Q2 | $26K | Buy |
320
+3
| +0.9% | +$244 | ﹤0.01% | 415 |
|
|
2022
Q1 | $27K | Sell |
317
-3,126
| -91% | -$266K | ﹤0.01% | 405 |
|
|
2021
Q4 | $271K | Buy |
3,443
+3,432
| +31,200% | +$270K | 0.02% | 152 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 712 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 608 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 574 |
|
|
2020
Q2 | $1K | Sell |
11
-733
| -99% | -$66.6K | ﹤0.01% | 589 |
|
|
2020
Q1 | $54K | Sell |
744
-267
| -26% | -$19.4K | 0.01% | 189 |
|
|
2019
Q4 | $84K | Buy |
1,011
+267
| +36% | +$22.2K | 0.01% | 182 |
|
|
2019
Q3 | $60K | Buy |
744
+1
| +0.1% | +$81 | 0.01% | 191 |
|
|
2019
Q2 | $57K | Hold |
743
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $57K | Hold |
743
| – | – | 0.01% | 198 |
|
|
2018
Q4 | $51K | Hold |
743
| – | – | 0.01% | 200 |
|
|
2018
Q3 | $54K | Hold |
743
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $52K | Buy |
743
+9
| +1% | +$630 | 0.01% | 187 |
|
|
2018
Q1 | $48K | Hold |
734
| – | – | 0.01% | 190 |
|
|
2017
Q4 | $55K | Sell |
734
-310
| -30% | -$23.2K | 0.01% | 193 |
|
|
2017
Q3 | $80K | Hold |
1,044
| – | – | 0.01% | 143 |
|
|
2017
Q2 | $80K | Hold |
1,044
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $81K | Buy |
+1,044
| New | +$81K | 0.02% | 131 |
|