Inspire Investing’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,315
| Closed | -$1.61M | – | 564 |
|
|
2020
Q1 | $1.61M | Sell |
22,315
-4,822
| -18% | -$348K | 0.64% | 17 |
|
|
2019
Q4 | $2.25M | Buy |
27,137
+222
| +0.8% | +$18.4K | 0.81% | 15 |
|
|
2019
Q3 | $2.18M | Buy |
26,915
+4,199
| +18% | +$340K | 0.83% | 12 |
|
|
2019
Q2 | $1.76M | Buy |
22,716
+3,054
| +16% | +$236K | 0.74% | 13 |
|
|
2019
Q1 | $1.51M | Buy |
19,662
+4,821
| +32% | +$370K | 0.7% | 13 |
|
|
2018
Q4 | $1.06M | Buy |
14,841
+1,085
| +8% | +$77.6K | 0.71% | 14 |
|
|
2018
Q3 | $967K | Buy |
13,756
+2,471
| +22% | +$174K | 0.6% | 20 |
|
|
2018
Q2 | $769K | Buy |
11,285
+6,836
| +154% | +$466K | 0.55% | 20 |
|
|
2018
Q1 | $300K | Buy |
4,449
+1,550
| +53% | +$105K | 0.31% | 67 |
|
|
2017
Q4 | $235K | Buy |
+2,899
| New | +$235K | 0.2% | 55 |
|