Financial Engines Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,179
| Closed | -$216K | – | 284 |
|
|
2023
Q2 | $216K | Buy |
+4,179
| New | +$216K | ﹤0.01% | 273 |
|
|
2019
Q3 | – | Sell |
-222,641
| Closed | -$17.2M | – | 121 |
|
|
2019
Q2 | $17.2M | Sell |
222,641
-32,563
| -13% | -$2.52M | 0.1% | 36 |
|
|
2019
Q1 | $19.6M | Sell |
255,204
-4,230
| -2% | -$324K | 0.11% | 35 |
|
|
2018
Q4 | $18.5M | Sell |
259,434
-94,913
| -27% | -$6.78M | 0.13% | 35 |
|
|
2018
Q3 | $24.9M | Buy |
354,347
+131,152
| +59% | +$9.22M | 0.47% | 15 |
|
|
2018
Q2 | $15.2M | Sell |
223,195
-9,536
| -4% | -$650K | 0.36% | 16 |
|
|
2018
Q1 | $15.7M | Sell |
232,731
-4,991
| -2% | -$337K | 0.46% | 14 |
|
|
2017
Q4 | $19.3M | Sell |
237,722
-73,130
| -24% | -$5.93M | 0.55% | 13 |
|
|
2017
Q3 | $23.9M | Buy |
310,852
+66,656
| +27% | +$5.13M | 0.8% | 11 |
|
|
2017
Q2 | $18.7M | Sell |
244,196
-5,375
| -2% | -$412K | 0.86% | 10 |
|
|
2017
Q1 | $19.4M | Sell |
249,571
-81,263
| -25% | -$6.3M | 0.91% | 9 |
|
|
2016
Q4 | $25.3M | Buy |
330,834
+99,102
| +43% | +$7.59M | 1.25% | 7 |
|
|
2016
Q3 | $17.2M | Sell |
231,732
-13,549
| -6% | -$1.01M | 13.73% | 1 |
|
|
2016
Q2 | $19.1M | Buy |
245,281
+5,297
| +2% | +$413K | 16.04% | 1 |
|
|
2016
Q1 | $18M | Sell |
239,984
-66,457
| -22% | -$4.99M | 14.95% | 1 |
|
|
2015
Q4 | $20.7M | Sell |
306,441
-153,491
| -33% | -$10.4M | 16.57% | 1 |
|
|
2015
Q3 | $32.4M | Buy |
459,932
+249,016
| +118% | +$17.5M | 22.75% | 1 |
|
|
2015
Q2 | $14.1M | Buy |
210,916
+20,393
| +11% | +$1.36M | 8.37% | 3 |
|
|
2015
Q1 | $14.7M | Sell |
190,523
-28,377
| -13% | -$2.18M | 12.43% | 2 |
|
|
2014
Q4 | $16.8M | Buy |
218,900
+3,770
| +2% | +$290K | 14.34% | 1 |
|
|
2014
Q3 | $14.9M | Sell |
215,130
-34,508
| -14% | -$2.38M | 11.47% | 2 |
|
|
2014
Q2 | $17.9M | Sell |
249,638
-111,699
| -31% | -$7.99M | 15.34% | 1 |
|
|
2014
Q1 | $25.7M | Buy |
361,337
+114,569
| +46% | +$8.13M | 20.98% | 1 |
|
|
2013
Q4 | $16M | Sell |
246,768
-14,360
| -5% | -$929K | 13.28% | 1 |
|
|
2013
Q3 | $16.3M | Sell |
261,128
-8,565
| -3% | -$535K | 13.6% | 1 |
|
|
2013
Q2 | $15.3M | Buy |
+269,693
| New | +$15.3M | 13.18% | 2 |
|