Cahill Financial 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
Q2 | – | Sell |
-3,445
| Closed | -$249K | – | 162 |
|
|
2020
Q1 | $249K | Sell |
3,445
-2,945
| -46% | -$213K | 0.12% | 130 |
|
|
2019
Q4 | $530K | Buy |
6,390
+2
| +0% | +$166 | 0.19% | 103 |
|
|
2019
Q3 | $518K | Buy |
6,388
+21
| +0.3% | +$1.7K | 0.2% | 103 |
|
|
2019
Q2 | $493K | Buy |
6,367
+102
| +2% | +$7.9K | 0.2% | 101 |
|
|
2019
Q1 | $481K | Hold |
6,265
| – | – | 0.2% | 99 |
|
|
2018
Q4 | $448K | Buy |
6,265
+730
| +13% | +$52.2K | 0.22% | 99 |
|
|
2018
Q3 | $389K | Buy |
5,535
+500
| +10% | +$35.1K | 0.17% | 116 |
|
|
2018
Q2 | $344K | Buy |
5,035
+760
| +18% | +$51.9K | 0.16% | 123 |
|
|
2018
Q1 | $289K | Buy |
+4,275
| New | +$289K | 0.14% | 129 |
|