Pinnacle Advisory Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $476K | Buy |
+6,261
| New | +$476K | 0.02% | 170 |
|
|
2018
Q2 | – | Sell |
-6,635
| Closed | -$447K | – | 156 |
|
|
2018
Q1 | $447K | Sell |
6,635
-245
| -4% | -$16.5K | 0.03% | 129 |
|
|
2017
Q4 | $558K | Sell |
6,880
-165
| -2% | -$13.4K | 0.03% | 126 |
|
|
2017
Q3 | $542K | Buy |
7,045
+169
| +2% | +$13K | 0.03% | 115 |
|
|
2017
Q2 | $527K | Sell |
6,876
-239
| -3% | -$18.3K | 0.03% | 111 |
|
|
2017
Q1 | $552K | Sell |
7,115
-2,223
| -24% | -$172K | 0.04% | 107 |
|
|
2016
Q4 | $715K | Sell |
9,338
-899
| -9% | -$68.8K | 0.05% | 83 |
|
|
2016
Q3 | $738K | Sell |
10,237
-155
| -1% | -$11.2K | 0.06% | 52 |
|
|
2016
Q2 | $809K | Sell |
10,392
-100
| -1% | -$7.79K | 0.06% | 48 |
|
|
2016
Q1 | $788K | Hold |
10,492
| – | – | 0.08% | 42 |
|
|
2015
Q4 | $709K | Sell |
10,492
-343
| -3% | -$23.2K | 0.06% | 49 |
|
|
2015
Q3 | $762K | Buy |
10,835
+6,505
| +150% | +$457K | 0.08% | 39 |
|
|
2015
Q2 | $289K | Sell |
4,330
-4,551
| -51% | -$304K | 0.03% | 76 |
|
|
2015
Q1 | $629K | Buy |
8,881
+28
| +0.3% | +$1.98K | 0.06% | 73 |
|
|
2014
Q4 | $680K | Buy |
8,853
+24
| +0.3% | +$1.84K | 0.06% | 67 |
|
|
2014
Q3 | $610K | Buy |
8,829
+108
| +1% | +$7.46K | 0.08% | 52 |
|
|
2014
Q2 | $623K | Buy |
8,721
+965
| +12% | +$68.9K | 0.07% | 54 |
|
|
2014
Q1 | $550K | Sell |
7,756
-355
| -4% | -$25.2K | 0.05% | 54 |
|
|
2013
Q4 | $524K | Buy |
8,111
+697
| +9% | +$45K | 0.06% | 50 |
|
|
2013
Q3 | $463K | Buy |
7,414
+27
| +0.4% | +$1.69K | 0.05% | 62 |
|
|
2013
Q2 | $420K | Buy |
+7,387
| New | +$420K | 0.06% | 53 |
|