Private Wealth Advisors (Pennsylvania)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $387K | Sell |
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|
2019
Q3 | $387K | Sell |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $324K | Hold |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $364K | Hold |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $344K | Hold |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $344K | Hold |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $344K | Buy |
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|
2016
Q1 | $311K | Buy |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $263K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $265K | Hold |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $702K | Buy |
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|
2014
Q2 | $639K | Hold |
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|
2014
Q1 | $635K | Hold |
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|
2013
Q4 | $578K | Hold |
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|
2013
Q3 | $558K | Sell |
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|
2013
Q2 | $672K | Buy |
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