Evolution Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-73
| Closed | -$5K | – | 271 |
|
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $5K | Sell |
73
-2
| -3% | -$137 | ﹤0.01% | 441 |
|
|
2020
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 411 |
|
|
2020
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-104
| Closed | -$9K | – | 386 |
|
|
2019
Q4 | $9K | Buy |
+104
| New | +$9K | ﹤0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$6K | – | 502 |
|
|
2019
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 234 |
|