Gerber Kawasaki Wealth & Investment 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 | – | Sell |
-2,487
| Closed | -$211K | – | 249 |
|
|
2022
Q1 | $211K | Sell |
2,487
-179
| -7% | -$15.2K | 0.02% | 245 |
|
|
2021
Q4 | $209K | Buy |
2,666
+9
| +0.3% | +$706 | 0.02% | 255 |
|
|
2021
Q3 | $194K | Buy |
+2,657
| New | +$194K | 0.03% | 180 |
|
|
2021
Q2 | – | Sell |
-2,657
| Closed | -$201K | – | 249 |
|
|
2021
Q1 | $201K | Sell |
2,657
-5
| -0.2% | -$378 | 0.02% | 208 |
|
|
2020
Q4 | $200K | Buy |
2,662
+5
| +0.2% | +$376 | 0.03% | 170 |
|
|
2020
Q3 | $209K | Hold |
2,657
| – | – | 0.04% | 117 |
|
|
2020
Q2 | $215K | Buy |
+2,657
| New | +$215K | 0.05% | 122 |
|
|
2018
Q1 | – | Sell |
-2,653
| Closed | -$215K | – | 117 |
|
|
2017
Q4 | $215K | Buy |
+2,653
| New | +$215K | 0.07% | 100 |
|
|
2017
Q3 | – | Sell |
-3,575
| Closed | -$270K | – | 113 |
|
|
2017
Q2 | $270K | Sell |
3,575
-307
| -8% | -$23.2K | 0.1% | 100 |
|
|
2017
Q1 | $302K | Buy |
3,882
+517
| +15% | +$40.2K | 0.13% | 89 |
|
|
2016
Q4 | $257K | Sell |
3,365
-74
| -2% | -$5.65K | 0.14% | 84 |
|
|
2016
Q3 | $255K | Hold |
3,439
| – | – | 0.15% | 83 |
|
|
2016
Q2 | $268K | Buy |
+3,439
| New | +$268K | 0.17% | 76 |
|