Delta Financial Advisors’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 |
-9,336
| Closed | -$901K | – | 116 |
|
|
2021
Q1 | $901K | Sell |
9,336
-19,242
| -67% | -$1.86M | 0.42% | 75 |
|
|
2020
Q4 | $2.15M | Sell |
28,578
-838
| -3% | -$63K | 1.08% | 27 |
|
|
2020
Q3 | $2.32M | Sell |
29,416
-1,417
| -5% | -$112K | 1.28% | 20 |
|
|
2020
Q2 | $2.5M | Sell |
30,833
-1,664
| -5% | -$135K | 1.47% | 14 |
|
|
2020
Q1 | $2.35M | Sell |
32,497
-10,311
| -24% | -$744K | 1.61% | 12 |
|
|
2019
Q4 | $3.55M | Sell |
42,808
-237
| -0.6% | -$19.6K | 1.39% | 22 |
|
|
2019
Q3 | $3.49M | Buy |
43,045
+733
| +2% | +$59.4K | 1.41% | 20 |
|
|
2019
Q2 | $3.27M | Buy |
+42,312
| New | +$3.27M | 1.35% | 25 |
|