OWA
Outlook Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,093
| Closed | -$223K | – | 165 |
|
|
2020
Q1 | $223K | Sell |
3,093
-1,207
| -28% | -$87K | 0.13% | 140 |
|
|
2019
Q4 | $356K | Sell |
4,300
-3,076
| -42% | -$255K | 0.2% | 105 |
|
|
2019
Q3 | $598K | Sell |
7,376
-1,692
| -19% | -$137K | 0.36% | 60 |
|
|
2019
Q2 | $701K | Buy |
9,068
+251
| +3% | +$19.4K | 0.46% | 52 |
|
|
2019
Q1 | $676K | Buy |
8,817
+6,961
| +375% | +$534K | 0.56% | 47 |
|
|
2018
Q4 | $1.33M | Buy |
+1,856
| New | +$1.33M | 0.6% | 38 |
|