MWPCG
Measured Wealth Private Client Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,748
| Closed | -$202K | – | 160 |
|
|
2021
Q2 | $202K | Hold |
2,748
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $209K | Sell |
2,748
-128
| -4% | -$9.74K | 0.07% | 152 |
|
|
2020
Q4 | $216K | Sell |
2,876
-100
| -3% | -$7.51K | 0.09% | 126 |
|
|
2020
Q3 | $235K | Sell |
2,976
-349
| -10% | -$27.6K | 0.11% | 112 |
|
|
2020
Q2 | $270K | Buy |
3,325
+457
| +16% | +$37.1K | 0.16% | 80 |
|
|
2020
Q1 | $207K | Sell |
2,868
-128
| -4% | -$9.24K | 0.16% | 84 |
|
|
2019
Q4 | $248K | Sell |
2,996
-93
| -3% | -$7.7K | 0.17% | 85 |
|
|
2019
Q3 | $250K | Sell |
3,089
-35
| -1% | -$2.83K | 0.16% | 98 |
|
|
2019
Q2 | $242K | Sell |
3,124
-562
| -15% | -$43.5K | 0.14% | 158 |
|
|
2019
Q1 | $283K | Buy |
3,686
+799
| +28% | +$61.3K | 0.17% | 132 |
|
|
2018
Q4 | $206K | Sell |
2,887
-1,282
| -31% | -$91.5K | 0.19% | 96 |
|
|
2018
Q3 | $295K | Buy |
4,169
+17
| +0.4% | +$1.2K | 0.18% | 112 |
|
|
2018
Q2 | $283K | Buy |
+4,152
| New | +$283K | 0.23% | 106 |
|