Partnervest Advisory Services’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 | $347K | Sell |
4,395
-11
| -0.2% | -$868 | 0.11% | 156 |
|
|
2020
Q2 | $358K | Sell |
4,406
-159
| -3% | -$12.9K | 0.14% | 127 |
|
|
2020
Q1 | $330K | Sell |
4,565
-697
| -13% | -$50.4K | 0.15% | 119 |
|
|
2019
Q4 | $436K | Sell |
5,262
-4
| -0.1% | -$331 | 0.16% | 103 |
|
|
2019
Q3 | $427K | Buy |
5,266
+1,562
| +42% | +$127K | 0.15% | 115 |
|
|
2019
Q2 | $286K | Sell |
3,704
-51
| -1% | -$3.94K | 0.11% | 153 |
|
|
2019
Q1 | $288K | Sell |
3,755
-130
| -3% | -$9.97K | 0.12% | 152 |
|
|
2018
Q4 | $278K | Buy |
3,885
+660
| +20% | +$47.2K | 0.13% | 146 |
|
|
2018
Q3 | $227K | Buy |
+3,225
| New | +$227K | 0.09% | 186 |
|
|
2014
Q3 | – | Sell |
-248
| Closed | -$18K | – | 283 |
|
|
2014
Q2 | $18K | Buy |
248
+10
| +4% | +$726 | 0.01% | 553 |
|
|
2014
Q1 | $17K | Sell |
238
-10
| -4% | -$714 | 0.01% | 535 |
|
|
2013
Q4 | $16K | Hold |
248
| – | – | 0.01% | 521 |
|
|
2013
Q3 | $15K | Sell |
248
-165
| -40% | -$9.98K | 0.01% | 537 |
|
|
2013
Q2 | $23K | Buy |
+413
| New | +$23K | 0.01% | 384 |
|