Personal Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.47M | Sell |
154,490
-26,839
| -15% | -$1.65M | 0.05% | 177 |
|
|
2022
Q3 | $12.5M | Buy |
181,329
+556
| +0.3% | +$38.4K | 0.07% | 143 |
|
|
2022
Q2 | $14.4M | Buy |
180,773
+920
| +0.5% | +$73.4K | 0.08% | 136 |
|
|
2022
Q1 | $15.3M | Buy |
179,853
+8,981
| +5% | +$763K | 0.07% | 136 |
|
|
2021
Q4 | $13.5M | Buy |
170,872
+15,078
| +10% | +$1.19M | 0.06% | 149 |
|
|
2021
Q3 | $11.4M | Buy |
155,794
+16,689
| +12% | +$1.22M | 0.06% | 157 |
|
|
2021
Q2 | $10.2M | Buy |
139,105
+134,340
| +2,819% | +$9.88M | 0.05% | 167 |
|
|
2021
Q1 | $362K | Buy |
4,765
+1,232
| +35% | +$93.6K | ﹤0.01% | 356 |
|
|
2020
Q4 | $266K | Sell |
3,533
-1,110
| -24% | -$83.6K | ﹤0.01% | 397 |
|
|
2020
Q3 | $366K | Buy |
4,643
+1,575
| +51% | +$124K | ﹤0.01% | 309 |
|
|
2020
Q2 | $249K | Sell |
3,068
-3,385
| -52% | -$275K | ﹤0.01% | 320 |
|
|
2020
Q1 | $462K | Buy |
6,453
+799
| +14% | +$57.2K | ﹤0.01% | 256 |
|
|
2019
Q4 | $468K | Buy |
5,654
+103
| +2% | +$8.53K | ﹤0.01% | 271 |
|
|
2019
Q3 | $449K | Sell |
5,551
-554
| -9% | -$44.8K | ﹤0.01% | 256 |
|
|
2019
Q2 | $472K | Buy |
6,105
+3,073
| +101% | +$238K | ﹤0.01% | 240 |
|
|
2019
Q1 | $232K | Sell |
3,032
-238
| -7% | -$18.2K | ﹤0.01% | 301 |
|
|
2018
Q4 | $234K | Buy |
+3,270
| New | +$234K | ﹤0.01% | 279 |
|
|
2017
Q4 | – | Sell |
-2,702
| Closed | -$208K | – | 254 |
|
|
2017
Q3 | $208K | Buy |
+2,702
| New | +$208K | ﹤0.01% | 218 |
|