Rational Advisors’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-35,566
Closed -$3.61M 265
2022
Q1
$3.61M Buy
35,566
+6,300
+22% +$635K 0.21% 41
2021
Q4
$2.94M Buy
29,266
+10,900
+59% +$1.08M 0.18% 47
2021
Q3
$1.78M Hold
18,366
0.14% 58
2021
Q2
$1.78M Hold
18,366
0.21% 52
2021
Q1
$1.81M Sell
18,366
-3,270
-15% -$319K 0.34% 56
2020
Q4
$2.17M Hold
21,636
0.58% 38
2020
Q3
$2.2M Buy
21,636
+9,000
+71% +$914K 0.94% 23
2020
Q2
$1.28M Sell
12,636
-4,000
-24% -$405K 0.66% 46
2020
Q1
$1.53M Buy
16,636
+14,640
+733% +$1.53M 1.12% 22
2019
Q4
$214K Buy
+1,996
New +$212K 0.1% 182

Rational Advisors's DCUE Position: Q2 2022 in Review

Rational Advisors sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q2 2022, closing a stake of 35,566 shares — an estimated $3.61M sold.

Rational Advisors first reported a position in DCUE in Q4 2019 and held it in 10 quarters. The position peaked at $3.61M in Q1 2022. 0 funds tracked by Wall St. Rank hold DCUE as of Q2 2022.

  • Rational Advisors reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q2 2022 after selling out during the quarter.
  • Rational Advisors sold 35,566 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q2 2022, an estimated $3.61M.
  • Rational Advisors first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q4 2019 and held it in 10 quarters.
  • Rational Advisors's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $3.61M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q2 2022.

Based on Rational Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.