Destination Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,713
| Closed | -$225K | – | 164 |
|
|
2019
Q4 | $225K | Buy |
+2,713
| New | +$225K | 0.01% | 149 |
|
|
2019
Q2 | – | Sell |
-84
| Closed | -$6K | – | 592 |
|
|
2019
Q1 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 527 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$1K | – | 549 |
|
|
2018
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 619 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$13K | – | 532 |
|
|
2018
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 374 |
|