Epstein & White Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,528
| Closed | -$208K | – | 79 |
|
|
2020
Q2 | $208K | Sell |
2,528
-3,615
| -59% | -$297K | 0.08% | 70 |
|
|
2020
Q1 | $446K | Buy |
+6,143
| New | +$446K | 0.19% | 39 |
|
|
2019
Q4 | – | Sell |
-12,047
| Closed | -$971K | – | 77 |
|
|
2019
Q3 | $971K | Buy |
12,047
+4,423
| +58% | +$356K | 0.47% | 19 |
|
|
2019
Q2 | $580K | Buy |
7,624
+4,104
| +117% | +$312K | 0.31% | 37 |
|
|
2019
Q1 | $272K | Sell |
3,520
-681
| -16% | -$52.6K | 0.16% | 61 |
|
|
2018
Q4 | $307K | Sell |
4,201
-106
| -2% | -$7.75K | 0.19% | 49 |
|
|
2018
Q3 | $307K | Sell |
4,307
-2,674
| -38% | -$191K | 0.2% | 54 |
|
|
2018
Q2 | $490K | Sell |
6,981
-450
| -6% | -$31.6K | 0.36% | 44 |
|
|
2018
Q1 | $521K | Sell |
7,431
-88
| -1% | -$6.17K | 0.33% | 51 |
|
|
2017
Q4 | $577K | Buy |
+7,519
| New | +$577K | 0.33% | 46 |
|