EWM
Executive Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,265
| Closed | -$248K | – | 194 |
|
|
2021
Q1 | $248K | Sell |
3,265
-60,396
| -95% | -$4.59M | 0.03% | 168 |
|
|
2020
Q4 | $4.79M | Buy |
63,661
+6,065
| +11% | +$456K | 0.59% | 48 |
|
|
2020
Q3 | $4.55M | Buy |
57,596
+6,281
| +12% | +$496K | 0.63% | 38 |
|
|
2020
Q2 | $4.17M | Sell |
51,315
-7,419
| -13% | -$602K | 0.63% | 35 |
|
|
2020
Q1 | $4.24M | Sell |
58,734
-2,255
| -4% | -$163K | 0.75% | 25 |
|
|
2019
Q4 | $5.05M | Buy |
60,989
+5,049
| +9% | +$418K | 0.69% | 37 |
|
|
2019
Q3 | $4.53M | Buy |
55,940
+6,125
| +12% | +$496K | 0.69% | 34 |
|
|
2019
Q2 | $3.85M | Buy |
49,815
+5,244
| +12% | +$405K | 0.54% | 47 |
|
|
2019
Q1 | $3.42M | Buy |
44,571
+2,781
| +7% | +$213K | 0.61% | 39 |
|
|
2018
Q4 | $2.99M | Buy |
+41,790
| New | +$2.99M | 0.53% | 37 |
|