Ranch Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-722
| Closed | -$53K | – | 250 |
|
|
2021
Q3 | $53K | Hold |
722
| – | – | 0.03% | 265 |
|
|
2021
Q2 | $53K | Hold |
722
| – | – | 0.03% | 299 |
|
|
2021
Q1 | $54K | Hold |
722
| – | – | 0.04% | 279 |
|
|
2020
Q4 | $54K | Hold |
722
| – | – | 0.04% | 282 |
|
|
2020
Q3 | $56K | Sell |
722
-107
| -13% | -$8.3K | 0.05% | 261 |
|
|
2020
Q2 | $66K | Hold |
829
| – | – | 0.05% | 256 |
|
|
2020
Q1 | $59K | Sell |
829
-239
| -22% | -$17K | 0.06% | 243 |
|
|
2019
Q4 | $88K | Sell |
1,068
-224
| -17% | -$18.5K | 0.07% | 231 |
|
|
2019
Q3 | $105K | Buy |
+1,292
| New | +$105K | 0.11% | 202 |
|