Certified Advisory Corp’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-406
| Closed | -$31K | – | 313 |
|
|
2021
Q1 | $31K | Buy |
+406
| New | +$31K | 0.01% | 419 |
|
|
2020
Q2 | $30K | Buy |
374
+4
| +1% | +$321 | 0.01% | 375 |
|
|
2020
Q1 | $27K | Buy |
370
+15
| +4% | +$1.1K | 0.01% | 360 |
|
|
2019
Q4 | $29K | Buy |
355
+4
| +1% | +$327 | 0.01% | 395 |
|
|
2019
Q3 | $28K | Buy |
351
+4
| +1% | +$319 | 0.01% | 415 |
|
|
2019
Q2 | $27K | Sell |
347
-796
| -70% | -$61.9K | 0.01% | 426 |
|
|
2019
Q1 | $88K | Sell |
1,143
-189
| -14% | -$14.6K | 0.04% | 228 |
|
|
2018
Q4 | $95K | Buy |
1,332
+197
| +17% | +$14.1K | 0.05% | 201 |
|
|
2018
Q3 | $80K | Buy |
1,135
+4
| +0.4% | +$282 | 0.04% | 229 |
|
|
2018
Q2 | $77K | Buy |
1,131
+800
| +242% | +$54.5K | 0.04% | 226 |
|
|
2018
Q1 | $22K | Hold |
331
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $26K | Buy |
+331
| New | +$26K | 0.02% | 324 |
|