Ferris Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-717
| Closed | -$55K | – | 273 |
|
|
2019
Q1 | $55K | Buy |
717
+86
| +14% | +$6.6K | 0.02% | 263 |
|
|
2018
Q4 | $45K | Buy |
631
+185
| +41% | +$13.2K | 0.02% | 264 |
|
|
2018
Q3 | $31K | Sell |
446
-56
| -11% | -$3.89K | 0.01% | 310 |
|
|
2018
Q2 | $34K | Hold |
502
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $34K | Buy |
+502
| New | +$34K | 0.01% | 326 |
|
|
2017
Q3 | – | Sell |
-563
| Closed | -$43K | – | 253 |
|
|
2017
Q2 | $43K | Buy |
+563
| New | +$43K | 0.02% | 265 |
|