FC Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,564
| Closed | -$205K | – | 83 |
|
|
2022
Q2 | $205K | Hold |
2,564
| – | – | 0.1% | 81 |
|
|
2022
Q1 | $218K | Hold |
2,564
| – | – | 0.09% | 76 |
|
|
2021
Q4 | $201K | Buy |
+2,564
| New | +$201K | 0.08% | 68 |
|
|
2020
Q4 | – | Sell |
-2,564
| Closed | -$202K | – | 64 |
|
|
2020
Q3 | $202K | Hold |
2,564
| – | – | 0.11% | 60 |
|
|
2020
Q2 | $208K | Buy |
+2,564
| New | +$208K | 0.12% | 54 |
|
|
2020
Q1 | – | Sell |
-2,564
| Closed | -$211K | – | 52 |
|
|
2019
Q4 | $211K | Hold |
2,564
| – | – | 0.12% | 59 |
|
|
2019
Q3 | $211K | Hold |
2,564
| – | – | 0.13% | 53 |
|
|
2019
Q2 | $200K | Buy |
+2,564
| New | +$200K | 0.12% | 53 |
|
|
2018
Q1 | – | Sell |
-2,564
| Closed | -$208K | – | 47 |
|
|
2017
Q4 | $208K | Buy |
+2,564
| New | +$208K | 0.13% | 44 |
|