Magnus Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,621
| Closed | -$286K | – | 360 |
|
|
2020
Q3 | $286K | Sell |
3,621
-1,575
| -30% | -$124K | 0.03% | 201 |
|
|
2020
Q2 | $422K | Buy |
5,196
+348
| +7% | +$28.3K | 0.05% | 206 |
|
|
2020
Q1 | $350K | Buy |
4,848
+393
| +9% | +$28.4K | 0.05% | 221 |
|
|
2019
Q4 | $369K | Buy |
4,455
+28
| +0.6% | +$2.32K | 0.05% | 226 |
|
|
2019
Q3 | $359K | Hold |
4,427
| – | – | 0.07% | 184 |
|
|
2019
Q2 | $342K | Hold |
4,427
| – | – | 0.07% | 199 |
|
|
2019
Q1 | $339K | Buy |
+4,427
| New | +$339K | 0.07% | 196 |
|