Point View Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $203K | Sell |
2,699
-2,911
| -52% | -$219K | 0.08% | 252 |
|
|
2020
Q3 | $443K | Sell |
5,610
-108
| -2% | -$8.53K | 0.21% | 146 |
|
|
2020
Q2 | $464K | Sell |
5,718
-37
| -0.6% | -$3K | 0.22% | 143 |
|
|
2020
Q1 | $415K | Hold |
5,755
| – | – | 0.23% | 139 |
|
|
2019
Q4 | $477K | Sell |
5,755
-124
| -2% | -$10.3K | 0.2% | 156 |
|
|
2019
Q3 | $476K | Buy |
5,879
+39
| +0.7% | +$3.16K | 0.22% | 145 |
|
|
2019
Q2 | $452K | Buy |
5,840
+212
| +4% | +$16.4K | 0.19% | 156 |
|
|
2019
Q1 | $431K | Sell |
5,628
-36
| -0.6% | -$2.76K | 0.19% | 155 |
|
|
2018
Q4 | $405K | Buy |
5,664
+391
| +7% | +$28K | 0.2% | 148 |
|
|
2018
Q3 | $371K | Hold |
5,273
| – | – | 0.17% | 170 |
|
|
2018
Q2 | $360K | Sell |
5,273
-147
| -3% | -$10K | 0.17% | 169 |
|
|
2018
Q1 | $365K | Sell |
5,420
-755
| -12% | -$50.8K | 0.18% | 166 |
|
|
2017
Q4 | $501K | Hold |
6,175
| – | – | 0.24% | 142 |
|
|
2017
Q3 | $476K | Sell |
6,175
-215
| -3% | -$16.6K | 0.23% | 144 |
|
|
2017
Q2 | $490K | Sell |
6,390
-55
| -0.9% | -$4.22K | 0.24% | 145 |
|
|
2017
Q1 | $500K | Buy |
6,445
+270
| +4% | +$20.9K | 0.26% | 138 |
|
|
2016
Q4 | $473K | Sell |
6,175
-329
| -5% | -$25.2K | 0.27% | 128 |
|
|
2016
Q3 | $483K | Hold |
6,504
| – | – | 0.29% | 121 |
|
|
2016
Q2 | $507K | Hold |
6,504
| – | – | 0.31% | 117 |
|
|
2016
Q1 | $489K | Sell |
6,504
-120
| -2% | -$9.02K | 0.31% | 110 |
|
|
2015
Q4 | $448K | Buy |
6,624
+36
| +0.5% | +$2.44K | 0.32% | 109 |
|
|
2015
Q3 | $464K | Hold |
6,588
| – | – | 0.37% | 96 |
|
|
2015
Q2 | $441K | Hold |
6,588
| – | – | 0.34% | 103 |
|
|
2015
Q1 | $467K | Hold |
6,588
| – | – | 0.36% | 100 |
|
|
2014
Q4 | $507K | Sell |
6,588
-68
| -1% | -$5.23K | 0.38% | 91 |
|
|
2014
Q3 | $460K | Sell |
6,656
-395
| -6% | -$27.3K | 0.39% | 92 |
|
|
2014
Q2 | $504K | Buy |
7,051
+55
| +0.8% | +$3.93K | 0.44% | 83 |
|
|
2014
Q1 | $497K | Buy |
6,996
+333
| +5% | +$23.7K | 0.45% | 78 |
|
|
2013
Q4 | $431K | Buy |
+6,663
| New | +$431K | 0.41% | 86 |
|