Laurel Wealth Advisors (California)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,730
| Closed | -$218K | – | 627 |
|
|
2022
Q2 | $218K | Sell |
2,730
-4
| -0.1% | -$319 | 0.02% | 605 |
|
|
2022
Q1 | $232K | Buy |
2,734
+41
| +2% | +$3.48K | 0.02% | 666 |
|
|
2021
Q4 | $212K | Buy |
+2,693
| New | +$212K | 0.02% | 744 |
|
|
2019
Q4 | – | Sell |
-3,616
| Closed | -$293K | – | 440 |
|
|
2019
Q3 | $293K | Buy |
+3,616
| New | +$293K | 0.05% | 346 |
|
|
2018
Q1 | – | Sell |
-2,962
| Closed | -$240K | – | 360 |
|
|
2017
Q4 | $240K | Buy |
+2,962
| New | +$240K | 0.07% | 293 |
|