PWM
D icon

Provident Wealth Management’s Dominion Energy D Stock Holding History

Provident Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17
Closed -$1K – 112
2020
Q3 		$1K Buy
+17
New +$1.33K ﹤0.01% 263

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Provident Wealth Management's D Position: Q4 2020 in Review

Provident Wealth Management sold out of Dominion Energy (D) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Provident Wealth Management first reported a position in D in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Provident Wealth Management reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 17 Dominion Energy shares in Q4 2020, an estimated $1K.
  • Provident Wealth Management first reported a position in Dominion Energy in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Dominion Energy position peaked at $1K in Q3 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.