Mark Sheptoff Financial Planning’s Dominion Energy D Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$15.5K	0.01%	258
2019 Q2	$27K	Hold	350	–	–	0.02%	193
2019 Q1	$27K	Buy	350 +200	+133%	+$14.6K	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%	-$79	0.01%	270
2017 Q1	$12K	Buy	151 +1	+0.7%	+$76	0.01%	268
2016 Q4	$11K	Hold	150	–	–	0.01%	262
2016 Q3	$11K	Buy	+150	New	+$11.4K	0.01%	257
2015 Q4	–	Sell	-18	Closed	-$1K	–	390
2015 Q3	$1K	Buy	+18	New	+$1.26K	﹤0.01%	369

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's D Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Dominion Energy (D) in Q1 2020, closing a stake of 150 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in D in Q3 2015 and held it in 15 quarters. The position peaked at $27K in Q2 2019. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

Mark Sheptoff Financial Planning reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 150 Dominion Energy shares in Q1 2020, an estimated $12K.
Mark Sheptoff Financial Planning first reported a position in Dominion Energy in Q3 2015 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Dominion Energy position peaked at $27K in Q2 2019.
1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.