Northstar Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,530
| Closed | -$205K | – | 151 |
|
|
2020
Q2 | $205K | Buy |
+2,530
| New | +$205K | 0.09% | 173 |
|
|
2020
Q1 | – | Sell |
-2,529
| Closed | -$209K | – | 167 |
|
|
2019
Q4 | $209K | Buy |
+2,529
| New | +$209K | 0.09% | 175 |
|
|
2017
Q3 | – | Sell |
-4,832
| Closed | -$365K | – | 131 |
|
|
2017
Q2 | $365K | Hold |
4,832
| – | – | 0.33% | 89 |
|
|
2017
Q1 | $377K | Buy |
+4,832
| New | +$377K | 0.35% | 88 |
|