Essex Private 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
Q1 | – | Sell |
-8,215
| Closed | -$645K | – | 39 |
|
|
2021
Q4 | $645K | Sell |
8,215
-598
| -7% | -$47K | 0.54% | 33 |
|
|
2021
Q3 | $644K | Sell |
8,813
-224
| -2% | -$16.4K | 0.59% | 31 |
|
|
2021
Q2 | $665K | Sell |
9,037
-383
| -4% | -$28.2K | 0.61% | 32 |
|
|
2021
Q1 | $716K | Sell |
9,420
-93
| -1% | -$7.07K | 0.68% | 27 |
|
|
2020
Q4 | $715K | Sell |
9,513
-531
| -5% | -$39.9K | 0.7% | 30 |
|
|
2020
Q3 | $792K | Sell |
10,044
-1
| -0% | -$79 | 0.82% | 27 |
|
|
2020
Q2 | $815K | Buy |
10,045
+4
| +0% | +$325 | 0.95% | 25 |
|
|
2020
Q1 | $724K | Buy |
10,041
+63
| +0.6% | +$4.54K | 0.94% | 22 |
|
|
2019
Q4 | $826K | Buy |
+9,978
| New | +$826K | 0.84% | 28 |
|