DFG
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DWM Financial Group’s Dominion Energy D Stock Holding History

DWM Financial Group’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,733
Closed -$269K – 23
2020
Q1 		$269K Buy
+3,733
New +$305K 0.59% 25

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DWM Financial Group's D Position: Q2 2020 in Review

DWM Financial Group sold out of Dominion Energy (D) in Q2 2020, closing a stake of 3,733 shares — an estimated $269K sold.

DWM Financial Group first reported a position in D in Q1 2020 and held it in 1 quarter. The position peaked at $269K in Q1 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • DWM Financial Group reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • DWM Financial Group sold 3,733 Dominion Energy shares in Q2 2020, an estimated $269K.
  • DWM Financial Group first reported a position in Dominion Energy in Q1 2020 and held it in 1 quarter.
  • DWM Financial Group's Dominion Energy position peaked at $269K in Q1 2020.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.