Insight Wealth Strategies’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,559
| Closed | -$346K | – | 199 |
|
|
2021
Q1 | $346K | Buy |
4,559
+64
| +1% | +$4.86K | 0.05% | 166 |
|
|
2020
Q4 | $338K | Sell |
4,495
-1,110
| -20% | -$83.5K | 0.06% | 152 |
|
|
2020
Q3 | $442K | Sell |
5,605
-71
| -1% | -$5.6K | 0.08% | 113 |
|
|
2020
Q2 | $461K | Buy |
5,676
+126
| +2% | +$10.2K | 0.1% | 92 |
|
|
2020
Q1 | $401K | Buy |
5,550
+796
| +17% | +$57.5K | 0.11% | 92 |
|
|
2019
Q4 | $394K | Buy |
4,754
+1,674
| +54% | +$139K | 0.08% | 152 |
|
|
2019
Q3 | $250K | Buy |
+3,080
| New | +$250K | 0.06% | 170 |
|