First Personal Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.4K | Sell |
301
-109
| -27% | -$6.3K | ﹤0.01% | 269 |
|
|
2024
Q2 | $20.1K | Sell |
410
-100
| -20% | -$4.9K | ﹤0.01% | 239 |
|
|
2024
Q1 | $25.1K | Hold |
510
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $24K | Sell |
510
-275
| -35% | -$12.9K | 0.01% | 250 |
|
|
2023
Q3 | $35.1K | Hold |
785
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $40.7K | Sell |
785
-17
| -2% | -$880 | 0.01% | 217 |
|
|
2023
Q1 | $44.8K | Hold |
802
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $49.2K | Buy |
802
+275
| +52% | +$16.9K | 0.01% | 210 |
|
|
2022
Q3 | $36K | Hold |
527
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $42K | Hold |
527
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $45K | Hold |
527
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $41K | Buy |
527
+75
| +17% | +$5.84K | 0.01% | 210 |
|
|
2021
Q3 | $33K | Buy |
452
+40
| +10% | +$2.92K | 0.01% | 220 |
|
|
2021
Q2 | $30K | Hold |
412
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $31K | Buy |
412
+395
| +2,324% | +$29.7K | 0.01% | 216 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 293 |
|
|
2020
Q1 | $1K | Sell |
17
-40
| -70% | -$2.35K | ﹤0.01% | 286 |
|
|
2019
Q4 | $5K | Sell |
57
-267
| -82% | -$23.4K | ﹤0.01% | 309 |
|
|
2019
Q3 | $26K | Buy |
324
+17
| +6% | +$1.36K | 0.01% | 304 |
|
|
2019
Q2 | $24K | Buy |
307
+40
| +15% | +$3.13K | 0.01% | 381 |
|
|
2019
Q1 | $20K | Buy |
+267
| New | +$20K | 0.01% | 397 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$54K | – | 726 |
|
|
2018
Q1 | $54K | Sell |
800
-310
| -28% | -$20.9K | 0.01% | 421 |
|
|
2017
Q4 | $90K | Sell |
1,110
-1,800
| -62% | -$146K | 0.02% | 355 |
|
|
2017
Q3 | $224K | Sell |
2,910
-1,951
| -40% | -$150K | 0.05% | 207 |
|
|
2017
Q2 | $372K | Hold |
4,861
| – | – | 0.08% | 161 |
|
|
2017
Q1 | $377K | Sell |
4,861
-230
| -5% | -$17.8K | 0.09% | 145 |
|
|
2016
Q4 | $390K | Buy |
5,091
+1,971
| +63% | +$151K | 0.1% | 145 |
|
|
2016
Q3 | $232K | Hold |
3,120
| – | – | 0.07% | 150 |
|
|
2016
Q2 | $243K | Buy |
3,120
+3,069
| +6,018% | +$239K | 0.08% | 143 |
|
|
2016
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 289 |
|
|
2015
Q4 | – | Sell |
-178
| Closed | -$13K | – | 418 |
|
|
2015
Q3 | $13K | Hold |
178
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $12K | Hold |
178
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $13K | Hold |
178
| – | – | 0.01% | 257 |
|
|
2014
Q4 | $13K | Buy |
+178
| New | +$13K | 0.01% | 240 |
|