CWAF
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Core Wealth Advisors (Florida)’s Dominion Energy D Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-63
Closed -$5K – 135
2020
Q1 		$5K Buy
+63
New +$5.14K ﹤0.01% 102

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Core Wealth Advisors (Florida)'s D Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Dominion Energy (D) in Q2 2020, closing a stake of 63 shares — an estimated $5K sold.

Core Wealth Advisors (Florida) first reported a position in D in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 63 Dominion Energy shares in Q2 2020, an estimated $5K.
  • Core Wealth Advisors (Florida) first reported a position in Dominion Energy in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Dominion Energy position peaked at $5K in Q1 2020.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.