Douglas Lane & Associates’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,888
| Closed | -$227K | – | 225 |
|
|
2021
Q4 | $227K | Sell |
2,888
-129
| -4% | -$10.1K | ﹤0.01% | 222 |
|
|
2021
Q3 | $220K | Buy |
3,017
+49
| +2% | +$3.57K | ﹤0.01% | 218 |
|
|
2021
Q2 | $218K | Buy |
2,968
+83
| +3% | +$6.1K | ﹤0.01% | 216 |
|
|
2021
Q1 | $219K | Sell |
2,885
-840
| -23% | -$63.8K | ﹤0.01% | 206 |
|
|
2020
Q4 | $280K | Hold |
3,725
| – | – | ﹤0.01% | 187 |
|
|
2020
Q3 | $294K | Buy |
+3,725
| New | +$294K | 0.01% | 177 |
|
|
2019
Q4 | – | Sell |
-2,568
| Closed | -$208K | – | 212 |
|
|
2019
Q3 | $208K | Sell |
2,568
-250
| -9% | -$20.2K | ﹤0.01% | 206 |
|
|
2019
Q2 | $218K | Buy |
+2,818
| New | +$218K | ﹤0.01% | 206 |
|
|
2018
Q1 | – | Sell |
-2,940
| Closed | -$238K | – | 197 |
|
|
2017
Q4 | $238K | Buy |
2,940
+263
| +10% | +$21.3K | 0.01% | 190 |
|
|
2017
Q3 | $206K | Sell |
2,677
-506
| -16% | -$38.9K | ﹤0.01% | 201 |
|
|
2017
Q2 | $244K | Buy |
3,183
+293
| +10% | +$22.5K | 0.01% | 191 |
|
|
2017
Q1 | $224K | Sell |
2,890
-433
| -13% | -$33.6K | 0.01% | 197 |
|
|
2016
Q4 | $255K | Buy |
3,323
+533
| +19% | +$40.9K | 0.01% | 194 |
|
|
2016
Q3 | $207K | Sell |
2,790
-698
| -20% | -$51.8K | 0.01% | 201 |
|
|
2016
Q2 | $272K | Sell |
3,488
-746
| -18% | -$58.2K | 0.01% | 198 |
|
|
2016
Q1 | $318K | Buy |
+4,234
| New | +$318K | 0.01% | 190 |
|