Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-150
| Closed | -$11K | – | 235 |
|
|
2021
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 435 |
|
|
2019
Q2 | – | Sell |
-148
| Closed | -$11K | – | 193 |
|
|
2019
Q1 | $11K | Hold |
148
| – | – | 0.01% | 371 |
|
|
2018
Q4 | $11K | Hold |
148
| – | – | 0.01% | 373 |
|
|
2018
Q3 | $10K | Hold |
148
| – | – | 0.01% | 404 |
|
|
2018
Q2 | $10K | Sell |
148
-9
| -6% | -$608 | 0.01% | 412 |
|
|
2018
Q1 | $11K | Buy |
157
+9
| +6% | +$631 | 0.01% | 419 |
|
|
2017
Q4 | $12K | Buy |
+148
| New | +$12K | 0.01% | 415 |
|