Pinnacle Wealth Planning Services’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 | – | Sell |
-3,756
| Closed | -$260K | – | 457 |
|
|
2022
Q3 | $260K | Sell |
3,756
-1
| -0% | -$69 | 0.05% | 268 |
|
|
2022
Q2 | $300K | Sell |
3,757
-3
| -0.1% | -$240 | 0.05% | 247 |
|
|
2022
Q1 | $319K | Buy |
3,760
+559
| +17% | +$47.4K | 0.06% | 256 |
|
|
2021
Q4 | $251K | Buy |
+3,201
| New | +$251K | 0.05% | 295 |
|
|
2021
Q1 | – | Sell |
-2,608
| Closed | -$196K | – | 741 |
|
|
2020
Q4 | $196K | Sell |
2,608
-1,065
| -29% | -$80K | 0.05% | 283 |
|
|
2020
Q3 | $290K | Hold |
3,673
| – | – | 0.1% | 171 |
|
|
2020
Q2 | $298K | Buy |
3,673
+525
| +17% | +$42.6K | 0.1% | 160 |
|
|
2020
Q1 | $227K | Sell |
3,148
-86
| -3% | -$6.2K | 0.11% | 167 |
|
|
2019
Q4 | $267K | Buy |
3,234
+50
| +2% | +$4.13K | 0.13% | 167 |
|
|
2019
Q3 | $258K | Buy |
+3,184
| New | +$258K | 0.14% | 138 |
|