Capital Advisory Group Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25
| Closed | -$2K | – | 242 |
|
|
2021
Q3 | $2K | Sell |
25
-115
| -82% | -$9.2K | ﹤0.01% | 498 |
|
|
2021
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $11K | Hold |
140
| – | – | ﹤0.01% | 372 |
|
|
2020
Q4 | $11K | Buy |
140
+115
| +460% | +$9.04K | ﹤0.01% | 355 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 369 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$2K | – | 246 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 373 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 343 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 328 |
|
|
2018
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 312 |
|