Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $367K | Buy |
5,311
+8
| +0.2% | +$553 | 0.03% | 148 |
|
|
2022
Q2 | $423K | Sell |
5,303
-10
| -0.2% | -$798 | 0.03% | 145 |
|
|
2022
Q1 | $451K | Sell |
5,313
-293
| -5% | -$24.9K | 0.03% | 161 |
|
|
2021
Q4 | $440K | Sell |
5,606
-1,619
| -22% | -$127K | 0.03% | 155 |
|
|
2021
Q3 | $528K | Sell |
7,225
-278
| -4% | -$20.3K | 0.04% | 140 |
|
|
2021
Q2 | $552K | Sell |
7,503
-20,594
| -73% | -$1.52M | 0.05% | 132 |
|
|
2021
Q1 | $2.13M | Buy |
28,097
+1,033
| +4% | +$78.5K | 0.2% | 80 |
|
|
2020
Q4 | $2.04M | Buy |
27,064
+19,586
| +262% | +$1.47M | 0.21% | 77 |
|
|
2020
Q3 | $590K | Buy |
7,478
+360
| +5% | +$28.4K | 0.07% | 115 |
|
|
2020
Q2 | $578K | Buy |
7,118
+10
| +0.1% | +$812 | 0.08% | 108 |
|
|
2020
Q1 | $513K | Sell |
7,108
-87
| -1% | -$6.28K | 0.08% | 102 |
|
|
2019
Q4 | $596K | Buy |
7,195
+9
| +0.1% | +$746 | 0.07% | 112 |
|
|
2019
Q3 | $582K | Buy |
7,186
+264
| +4% | +$21.4K | 0.08% | 107 |
|
|
2019
Q2 | $535K | Sell |
6,922
-1,402
| -17% | -$108K | 0.07% | 109 |
|
|
2019
Q1 | $621K | Buy |
8,324
+1,934
| +30% | +$144K | 0.09% | 95 |
|
|
2018
Q4 | $457K | Sell |
6,390
-937
| -13% | -$67K | 0.08% | 107 |
|
|
2018
Q3 | $515K | Buy |
+7,327
| New | +$515K | 0.08% | 106 |
|