Proficio Capital Partners’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 |
-2,578
| Closed | -$209K | – | 178 |
|
|
2020
Q2 | $209K | Buy |
+2,578
| New | +$209K | 0.04% | 159 |
|
|
2019
Q3 | – | Sell |
-557
| Closed | -$43K | – | 482 |
|
|
2019
Q2 | $43K | Buy |
557
+361
| +184% | +$27.9K | 0.01% | 427 |
|
|
2019
Q1 | $15K | Sell |
196
-189
| -49% | -$14.5K | 0.01% | 745 |
|
|
2018
Q4 | $28K | Sell |
385
-33
| -8% | -$2.4K | 0.01% | 449 |
|
|
2018
Q3 | $29K | Buy |
418
+391
| +1,448% | +$27.1K | 0.01% | 479 |
|
|
2018
Q2 | $2K | Sell |
27
-12
| -31% | -$889 | ﹤0.01% | 1118 |
|
|
2018
Q1 | $3K | Sell |
39
-149
| -79% | -$11.5K | ﹤0.01% | 1065 |
|
|
2017
Q4 | $15K | Buy |
188
+33
| +21% | +$2.63K | ﹤0.01% | 665 |
|
|
2017
Q3 | $12K | Hold |
155
| – | – | ﹤0.01% | 726 |
|
|
2017
Q2 | $12K | Sell |
155
-7
| -4% | -$542 | 0.01% | 747 |
|
|
2017
Q1 | $13K | Buy |
162
+79
| +95% | +$6.34K | 0.01% | 739 |
|
|
2016
Q4 | $6K | Hold |
83
| – | – | ﹤0.01% | 703 |
|
|
2016
Q3 | $6K | Hold |
83
| – | – | ﹤0.01% | 672 |
|
|
2016
Q2 | $6K | Buy |
83
+26
| +46% | +$1.88K | ﹤0.01% | 655 |
|
|
2016
Q1 | $4K | Buy |
57
+33
| +138% | +$2.32K | ﹤0.01% | 551 |
|
|
2015
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 637 |
|