Boys Arnold & Co’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,156
| Closed | -$372K | – | 47 |
|
|
2020
Q1 | $372K | Buy |
5,156
+258
| +5% | +$18.6K | 0.07% | 184 |
|
|
2019
Q4 | $406K | Buy |
4,898
+1,104
| +29% | +$91.5K | 0.06% | 220 |
|
|
2019
Q3 | $307K | Sell |
3,794
-300
| -7% | -$24.3K | 0.05% | 229 |
|
|
2019
Q2 | $317K | Sell |
4,094
-90
| -2% | -$6.97K | 0.05% | 234 |
|
|
2019
Q1 | $321K | Buy |
4,184
+972
| +30% | +$74.6K | 0.05% | 226 |
|
|
2018
Q4 | $235K | Hold |
3,212
| – | – | 0.04% | 240 |
|
|
2018
Q3 | $225K | Hold |
3,212
| – | – | 0.03% | 263 |
|
|
2018
Q2 | $219K | Sell |
3,212
-1,607
| -33% | -$110K | 0.03% | 259 |
|
|
2018
Q1 | $315K | Buy |
4,819
+40
| +0.8% | +$2.62K | 0.05% | 242 |
|
|
2017
Q4 | $387K | Sell |
4,779
-48
| -1% | -$3.89K | 0.06% | 228 |
|
|
2017
Q3 | $371K | Buy |
4,827
+303
| +7% | +$23.3K | 0.06% | 226 |
|
|
2017
Q2 | $347K | Buy |
4,524
+44
| +1% | +$3.38K | 0.04% | 228 |
|
|
2017
Q1 | $348K | Buy |
4,480
+427
| +11% | +$33.2K | 0.05% | 231 |
|
|
2016
Q4 | $310K | Buy |
4,053
+623
| +18% | +$47.7K | 0.05% | 231 |
|
|
2016
Q3 | $255K | Buy |
3,430
+190
| +6% | +$14.1K | 0.04% | 247 |
|
|
2016
Q2 | $252K | Buy |
+3,240
| New | +$252K | 0.04% | 244 |
|