FWM
D icon

ForthRight Wealth Management’s Dominion Energy D Stock Holding History

ForthRight Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-105
Closed -$8K – 66
2020
Q4 		$8K Buy
+105
New +$8.34K 0.01% 132

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ForthRight Wealth Management's D Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Dominion Energy (D) in Q1 2021, closing a stake of 105 shares — an estimated $8K sold.

ForthRight Wealth Management first reported a position in D in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 105 Dominion Energy shares in Q1 2021, an estimated $8K.
  • ForthRight Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Dominion Energy position peaked at $8K in Q4 2020.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.