Braun-Bostich & Associates’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-151
| Closed | -$12K | – | 247 |
|
|
2020
Q2 | $12K | Hold |
151
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $11K | Sell |
151
-157
| -51% | -$11.4K | 0.01% | 197 |
|
|
2019
Q4 | $25K | Buy |
+308
| New | +$25K | 0.02% | 173 |
|
|
2019
Q3 | – | Sell |
-1,630
| Closed | -$126K | – | 131 |
|
|
2019
Q2 | $126K | Buy |
1,630
+916
| +128% | +$70.8K | 0.13% | 120 |
|
|
2019
Q1 | $55K | Buy |
714
+506
| +243% | +$39K | 0.06% | 195 |
|
|
2018
Q4 | $15K | Hold |
208
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $15K | Buy |
208
+57
| +38% | +$4.11K | 0.01% | 248 |
|
|
2018
Q2 | $10K | Sell |
151
-461
| -75% | -$30.5K | 0.01% | 254 |
|
|
2018
Q1 | $41K | Sell |
612
-701
| -53% | -$47K | 0.04% | 186 |
|
|
2017
Q4 | $106K | Buy |
+1,313
| New | +$106K | 0.09% | 134 |
|