OptiFour Integrated Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $478K | Buy |
5,772
+28
| +0.5% | +$2.32K | 0.33% | 41 |
|
|
2019
Q3 | $466K | Sell |
5,744
-138
| -2% | -$11.2K | 0.33% | 41 |
|
|
2019
Q2 | $455K | Sell |
5,882
-898
| -13% | -$69.5K | 0.32% | 45 |
|
|
2019
Q1 | $520K | Buy |
6,780
+108
| +2% | +$8.28K | 0.42% | 24 |
|
|
2018
Q4 | $477K | Sell |
6,672
-183
| -3% | -$13.1K | 0.44% | 24 |
|
|
2018
Q3 | $482K | Sell |
6,855
-43
| -0.6% | -$3.02K | 0.4% | 32 |
|
|
2018
Q2 | $470K | Sell |
6,898
-660
| -9% | -$45K | 0.41% | 31 |
|
|
2018
Q1 | $510K | Buy |
7,558
+38
| +0.5% | +$2.56K | 0.43% | 31 |
|
|
2017
Q4 | $610K | Buy |
+7,520
| New | +$610K | 0.51% | 28 |
|