Capital Wealth Planning’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $465K | Hold |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $442K | Hold |
|
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $977K | Buy |
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|
2019
Q2 | $891K | Buy |
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|
2019
Q1 | $469K | Hold |
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|
2018
Q4 | $437K | Hold |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $417K | Sell |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $779K | Sell |
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|
2017
Q2 | $15.2M | Buy |
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|
2017
Q1 | $474K | Hold |
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|
2016
Q4 | $468K | Hold |
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|
2016
Q3 | $454K | Hold |
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|
2016
Q2 | $476K | Hold |
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|
2016
Q1 | $459K | Hold |
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|
2015
Q4 | $414K | Hold |
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|
2015
Q3 | $423K | Hold |
|
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|
2015
Q2 | $409K | Hold |
|
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|
2015
Q1 | $433K | Hold |
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|
2014
Q4 | $470K | Hold |
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|
2014
Q3 | $423K | Hold |
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|
2014
Q2 | $437K | Hold |
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|
2014
Q1 | $434K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $382K | Buy |
|