PRW Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20,549
| Closed | -$1.51M | – | 135 |
|
|
2021
Q2 | $1.51M | Buy |
+20,549
| New | +$1.51M | 0.44% | 63 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$8K | – | 204 |
|
|
2019
Q1 | $8K | Buy |
102
+11
| +12% | +$863 | 0.01% | 303 |
|
|
2018
Q4 | $7K | Buy |
+91
| New | +$7K | 0.01% | 318 |
|