CSat Investment Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $14K | Buy |
188
+60
| +47% | +$4.47K | 0.01% | 415 |
|
|
2020
Q4 | $10K | Sell |
128
-3,721
| -97% | -$291K | 0.01% | 423 |
|
|
2020
Q3 | $304K | Sell |
3,849
-4,973
| -56% | -$393K | 0.03% | 216 |
|
|
2020
Q2 | $716K | Buy |
8,822
+123
| +1% | +$9.98K | 0.09% | 124 |
|
|
2020
Q1 | $628K | Buy |
8,699
+586
| +7% | +$42.3K | 0.13% | 100 |
|
|
2019
Q4 | $672K | Sell |
8,113
-193
| -2% | -$16K | 0.18% | 99 |
|
|
2019
Q3 | $673K | Buy |
8,306
+128
| +2% | +$10.4K | 0.21% | 86 |
|
|
2019
Q2 | $632K | Sell |
8,178
-533
| -6% | -$41.2K | 0.22% | 87 |
|
|
2019
Q1 | $668K | Buy |
8,711
+7
| +0.1% | +$537 | 0.34% | 72 |
|
|
2018
Q4 | $622K | Sell |
8,704
-274
| -3% | -$19.6K | 0.37% | 67 |
|
|
2018
Q3 | $631K | Buy |
8,978
+78
| +0.9% | +$5.48K | 0.36% | 71 |
|
|
2018
Q2 | $607K | Buy |
+8,900
| New | +$607K | 0.32% | 74 |
|