Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $19K | Hold |
236
| – | – | 0.01% | 356 |
|
|
2020
Q1 | $17K | Hold |
236
| – | – | 0.01% | 339 |
|
|
2019
Q4 | $20K | Hold |
236
| – | – | 0.01% | 360 |
|
|
2019
Q3 | $19K | Sell |
236
-41
| -15% | -$3.3K | 0.01% | 367 |
|
|
2019
Q2 | $21K | Sell |
277
-125
| -31% | -$9.48K | 0.01% | 345 |
|
|
2019
Q1 | $31K | Buy |
402
+300
| +294% | +$23.1K | 0.01% | 283 |
|
|
2018
Q4 | $7K | Hold |
102
| – | – | ﹤0.01% | 431 |
|
|
2018
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $7K | Hold |
102
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $8K | Hold |
102
| – | – | ﹤0.01% | 403 |
|
|
2017
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 425 |
|
|
2017
Q2 | $8K | Buy |
+102
| New | +$8K | ﹤0.01% | 395 |
|