Omnia Family Wealth’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,654
| Closed | -$203K | – | 201 |
|
|
2019
Q1 | $203K | Sell |
2,654
-139
| -5% | -$10.6K | 0.1% | 88 |
|
|
2018
Q4 | $200K | Sell |
2,793
-22
| -0.8% | -$1.58K | 0.11% | 85 |
|
|
2018
Q3 | $198K | Sell |
2,815
-1,810
| -39% | -$127K | 0.09% | 88 |
|
|
2018
Q2 | $315K | Sell |
4,625
-1,251
| -21% | -$85.2K | 0.15% | 61 |
|
|
2018
Q1 | $396K | Buy |
5,876
+912
| +18% | +$61.5K | 0.18% | 48 |
|
|
2017
Q4 | $402K | Buy |
4,964
+15
| +0.3% | +$1.22K | 0.18% | 50 |
|
|
2017
Q3 | $381K | Sell |
4,949
-49
| -1% | -$3.77K | 0.18% | 49 |
|
|
2017
Q2 | $383K | Buy |
4,998
+16
| +0.3% | +$1.23K | 0.18% | 49 |
|
|
2017
Q1 | $386K | Buy |
4,982
+17
| +0.3% | +$1.32K | 0.19% | 50 |
|
|
2016
Q4 | $380K | Buy |
+4,965
| New | +$380K | 0.19% | 56 |
|