Mid Atlantic Financial Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $708K | Sell |
9,693
-570
| -6% | -$41.6K | 0.05% | 357 |
|
|
2021
Q2 | $755K | Buy |
10,263
+124
| +1% | +$9.12K | 0.05% | 337 |
|
|
2021
Q1 | $770K | Buy |
10,139
+92
| +0.9% | +$6.99K | 0.06% | 316 |
|
|
2020
Q4 | $756K | Buy |
10,047
+340
| +4% | +$25.6K | 0.06% | 296 |
|
|
2020
Q3 | $816K | Sell |
9,707
-699
| -7% | -$58.8K | 0.07% | 249 |
|
|
2020
Q2 | $845K | Sell |
10,406
-200
| -2% | -$16.2K | 0.08% | 223 |
|
|
2020
Q1 | $766K | Sell |
10,606
-77
| -0.7% | -$5.56K | 0.09% | 219 |
|
|
2019
Q4 | $885K | Buy |
10,683
+405
| +4% | +$33.6K | 0.08% | 256 |
|
|
2019
Q3 | $833K | Buy |
10,278
+724
| +8% | +$58.7K | 0.09% | 243 |
|
|
2019
Q2 | $739K | Buy |
9,554
+936
| +11% | +$72.4K | 0.08% | 279 |
|
|
2019
Q1 | $661K | Buy |
8,618
+802
| +10% | +$61.5K | 0.07% | 302 |
|
|
2018
Q4 | $559K | Buy |
+7,816
| New | +$559K | 0.07% | 300 |
|