Jackson 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
Q4 | – | Sell |
-20,269
| Closed | -$1.4M | – | 86 |
|
|
2022
Q3 | $1.4M | Buy |
20,269
+13,271
| +190% | +$917K | 0.28% | 70 |
|
|
2022
Q2 | $558K | Sell |
6,998
-11,312
| -62% | -$902K | 0.26% | 71 |
|
|
2022
Q1 | $1.56M | Buy |
18,310
+287
| +2% | +$24.4K | 0.22% | 85 |
|
|
2021
Q4 | $1.42M | Buy |
18,023
+405
| +2% | +$31.8K | 0.18% | 95 |
|
|
2021
Q3 | $7K | Buy |
17,618
+710
| +4% | +$282 | 0.08% | 73 |
|
|
2021
Q2 | $1.24M | Sell |
16,908
-353
| -2% | -$26K | 0.16% | 96 |
|
|
2021
Q1 | $1.31M | Sell |
17,261
-357
| -2% | -$27.1K | 0.2% | 95 |
|
|
2020
Q4 | $1.33M | Buy |
17,618
+2,657
| +18% | +$200K | 0.18% | 101 |
|
|
2020
Q3 | $1.18M | Buy |
14,961
+1,552
| +12% | +$123K | 0.18% | 94 |
|
|
2020
Q2 | $1.09M | Buy |
13,409
+3,470
| +35% | +$282K | 0.19% | 95 |
|
|
2020
Q1 | $790K | Buy |
9,939
+1,185
| +14% | +$94.2K | 0.17% | 85 |
|
|
2019
Q4 | $740K | Buy |
8,754
+488
| +6% | +$41.3K | 0.12% | 125 |
|
|
2019
Q3 | $680K | Buy |
+8,266
| New | +$680K | 0.14% | 108 |
|
|
2015
Q4 | – | Sell |
-1,936
| Closed | -$136K | – | 76 |
|
|
2015
Q3 | $136K | Buy |
+1,936
| New | +$136K | 0.05% | 104 |
|
|
2015
Q1 | – | Sell |
-2,752
| Closed | -$212K | – | 123 |
|
|
2014
Q4 | $212K | Buy |
+2,752
| New | +$212K | 0.07% | 110 |
|