Mark Sheptoff Financial Planning’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-150
| Closed | -$12K | – | 349 |
|
|
2019
Q4 | $12K | Hold |
150
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $12K | Sell |
150
-200
| -57% | -$16K | 0.01% | 258 |
|
|
2019
Q2 | $27K | Hold |
350
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $27K | Buy |
350
+200
| +133% | +$15.4K | 0.02% | 193 |
|
|
2018
Q4 | $11K | Hold |
150
| – | – | 0.01% | 233 |
|
|
2018
Q3 | $11K | Hold |
150
| – | – | 0.01% | 281 |
|
|
2018
Q2 | $10K | Hold |
150
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | 0.01% | 283 |
|
|
2017
Q4 | $12K | Hold |
150
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $12K | Hold |
150
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $11K | Sell |
150
-1
| -0.7% | -$73 | 0.01% | 270 |
|
|
2017
Q1 | $12K | Buy |
151
+1
| +0.7% | +$79 | 0.01% | 268 |
|
|
2016
Q4 | $11K | Hold |
150
| – | – | 0.01% | 262 |
|
|
2016
Q3 | $11K | Buy |
+150
| New | +$11K | 0.01% | 257 |
|
|
2015
Q4 | – | Sell |
-18
| Closed | -$1K | – | 390 |
|
|
2015
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 369 |
|