Personal Wealth Partners’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 |
-50
| Closed | -$4K | – | 154 |
|
|
2021
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-518
| Closed | -$43K | – | 187 |
|
|
2019
Q4 | $43K | Hold |
518
| – | – | 0.02% | 150 |
|
|
2019
Q3 | $42K | Buy |
518
+50
| +11% | +$4.05K | 0.02% | 153 |
|
|
2019
Q2 | $36K | Buy |
+468
| New | +$36K | 0.02% | 144 |
|