Fiduciary Planning’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-34
| Closed | -$3K | – | 104 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 211 |
|
|
2020
Q4 | $3K | Sell |
34
-16,791
| -100% | -$1.48M | ﹤0.01% | 192 |
|
|
2020
Q3 | $1.33M | Buy |
16,825
+1,378
| +9% | +$109K | 2.19% | 17 |
|
|
2020
Q2 | $1.25M | Sell |
15,447
-152
| -1% | -$12.3K | 2.76% | 14 |
|
|
2020
Q1 | $1.13M | Buy |
+15,599
| New | +$1.13M | 2.11% | 12 |
|