New Potomac Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3K | Buy |
+300
| New | +$17.3K | 0.01% | 140 |
|
|
2020
Q4 | – | Sell |
-775
| Closed | -$61K | – | 76 |
|
|
2020
Q3 | $61K | Hold |
775
| – | – | 0.05% | 86 |
|
|
2020
Q2 | $63K | Hold |
775
| – | – | 0.06% | 86 |
|
|
2020
Q1 | $56K | Sell |
775
-840
| -52% | -$60.7K | 0.06% | 86 |
|
|
2019
Q4 | $134K | Sell |
1,615
-60
| -4% | -$4.98K | 0.12% | 72 |
|
|
2019
Q3 | $136K | Sell |
1,675
-425
| -20% | -$34.5K | 0.14% | 72 |
|
|
2019
Q2 | $162K | Hold |
2,100
| – | – | 0.16% | 68 |
|
|
2019
Q1 | $161K | Hold |
2,100
| – | – | 0.16% | 70 |
|
|
2018
Q4 | $150K | Hold |
2,100
| – | – | 0.16% | 68 |
|
|
2018
Q3 | $148K | Sell |
2,100
-2,595
| -55% | -$183K | 0.14% | 67 |
|
|
2018
Q2 | $320K | Sell |
4,695
-4,064
| -46% | -$277K | 0.31% | 56 |
|
|
2018
Q1 | $591K | Sell |
8,759
-35
| -0.4% | -$2.36K | 0.58% | 48 |
|
|
2017
Q4 | $713K | Buy |
+8,794
| New | +$713K | 0.68% | 49 |
|