Peterson 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
2020
Q3
Sell
-5,176
Closed -$420K 45
2020
Q2
$420K Sell
5,176
-9
-0.2% -$730 0.42% 37
2020
Q1
$374K Buy
5,185
+96
+2% +$6.93K 0.46% 31
2019
Q4
$417K Buy
+5,089
New +$417K 0.38% 31