Milestone Advisory Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,201
| Closed | -$291K | – | 68 |
|
|
2023
Q1 | $291K | Hold |
5,201
| – | – | 0.27% | 55 |
|
|
2022
Q4 | $319K | Sell |
5,201
-3,000
| -37% | -$184K | 0.24% | 51 |
|
|
2022
Q3 | $567K | Buy |
8,201
+1,000
| +14% | +$69.1K | 0.43% | 34 |
|
|
2022
Q2 | $585K | Hold |
7,201
| – | – | 0.47% | 35 |
|
|
2022
Q1 | $612K | Buy |
7,201
+1,000
| +16% | +$85K | 0.33% | 43 |
|
|
2021
Q4 | $487K | Buy |
6,201
+1,080
| +21% | +$84.8K | 0.25% | 47 |
|
|
2021
Q3 | $374K | Buy |
5,121
+500
| +11% | +$36.5K | 0.22% | 49 |
|
|
2021
Q2 | $340K | Hold |
4,621
| – | – | 0.18% | 58 |
|
|
2021
Q1 | $351K | Hold |
4,621
| – | – | 0.19% | 45 |
|
|
2020
Q4 | $347K | Hold |
4,621
| – | – | 0.2% | 42 |
|
|
2020
Q3 | $365K | Hold |
4,621
| – | – | 0.23% | 38 |
|
|
2020
Q2 | $375K | Hold |
4,621
| – | – | 0.22% | 39 |
|
|
2020
Q1 | $334K | Hold |
4,621
| – | – | 0.23% | 30 |
|
|
2019
Q4 | $383K | Hold |
4,621
| – | – | 0.2% | 40 |
|
|
2019
Q3 | $374K | Hold |
4,621
| – | – | 0.21% | 38 |
|
|
2019
Q2 | $357K | Buy |
4,621
+600
| +15% | +$46.4K | 0.22% | 39 |
|
|
2019
Q1 | $308K | Buy |
+4,021
| New | +$308K | 0.2% | 40 |
|