Bernardo Wealth Planning’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 |
-4,002
| Closed | -$300K | – | 96 |
|
|
2020
Q4 | $300K | Sell |
4,002
-1,131
| -22% | -$84.8K | 0.12% | 132 |
|
|
2020
Q3 | $405K | Buy |
5,133
+425
| +9% | +$33.5K | 0.18% | 95 |
|
|
2020
Q2 | $382K | Sell |
4,708
-20
| -0.4% | -$1.62K | 0.2% | 91 |
|
|
2020
Q1 | $341K | Sell |
4,728
-50
| -1% | -$3.61K | 0.24% | 101 |
|
|
2019
Q4 | $395K | Sell |
4,778
-119
| -2% | -$9.84K | 0.24% | 104 |
|
|
2019
Q3 | $396K | Sell |
4,897
-169
| -3% | -$13.7K | 0.29% | 96 |
|
|
2019
Q2 | $392K | Sell |
5,066
-80
| -2% | -$6.19K | 0.31% | 90 |
|
|
2019
Q1 | $394K | Buy |
5,146
+323
| +7% | +$24.7K | 0.31% | 86 |
|
|
2018
Q4 | $345K | Buy |
+4,823
| New | +$345K | 0.31% | 89 |
|