Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-560
| Closed | -$42K | – | 192 |
|
|
2020
Q4 | $42K | Hold |
560
| – | – | 0.03% | 112 |
|
|
2020
Q3 | $44K | Hold |
560
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $45K | Hold |
560
| – | – | 0.04% | 87 |
|
|
2020
Q1 | $40K | Hold |
560
| – | – | 0.04% | 84 |
|
|
2019
Q4 | $46K | Hold |
560
| – | – | 0.04% | 82 |
|
|
2019
Q3 | $45K | Hold |
560
| – | – | 0.06% | 81 |
|
|
2019
Q2 | $43K | Hold |
560
| – | – | 0.06% | 77 |
|
|
2019
Q1 | $43K | Buy |
+560
| New | +$43K | 0.04% | 98 |
|