Frontier Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $2.99M | Buy |
37,491
+17,921
| +92% | +$1.43M | 0.22% | 104 |
|
2022
Q1 | $1.71M | Buy |
19,570
+8,215
| +72% | +$718K | 0.02% | 136 |
|
2021
Q4 | $892K | Sell |
11,355
-168
| -1% | -$13.2K | 0.06% | 204 |
|
2021
Q3 | $841K | Buy |
11,523
+3,516
| +44% | +$257K | 0.06% | 205 |
|
2021
Q2 | $589K | Buy |
8,007
+1,802
| +29% | +$133K | 0.04% | 243 |
|
2021
Q1 | $471K | Buy |
6,205
+553
| +10% | +$42K | 0.04% | 249 |
|
2020
Q4 | $425K | Buy |
5,652
+20
| +0.4% | +$1.5K | 0.03% | 252 |
|
2020
Q3 | $445K | Buy |
5,632
+105
| +2% | +$8.3K | 0.04% | 235 |
|
2020
Q2 | $449K | Buy |
+5,527
| New | +$449K | 0.04% | 227 |
|