Cambridge Investment Research Advisors’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,710
| Closed | -$276K | – | 3280 |
|
|
2022
Q1 | $276K | Buy |
2,710
+235
| +9% | +$23.9K | ﹤0.01% | 2609 |
|
|
2021
Q4 | $249K | Buy |
2,475
+304
| +14% | +$30.6K | ﹤0.01% | 2698 |
|
|
2021
Q3 | $211K | Buy |
+2,171
| New | +$211K | ﹤0.01% | 2772 |
|
|
2021
Q2 | – | Sell |
-2,397
| Closed | -$237K | – | 3192 |
|
|
2021
Q1 | $237K | Buy |
+2,397
| New | +$237K | ﹤0.01% | 2469 |
|