Beam Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,539
| Closed | -$200K | – | 130 |
|
|
2020
Q3 | $200K | Sell |
2,539
-473
| -16% | -$37.3K | 0.19% | 123 |
|
|
2020
Q2 | $222K | Buy |
3,012
+78
| +3% | +$5.75K | 0.22% | 114 |
|
|
2020
Q1 | $212K | Buy |
2,934
+28
| +1% | +$2.02K | 0.21% | 129 |
|
|
2019
Q4 | $241K | Buy |
+2,906
| New | +$241K | 0.22% | 126 |
|