Rowland Carmichael Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.11M | Buy |
14,756
+808
| +6% | +$60.8K | 0.35% | 67 |
|
|
2020
Q3 | $1.1M | Buy |
13,948
+2,485
| +22% | +$196K | 0.43% | 58 |
|
|
2020
Q2 | $931K | Buy |
11,463
+864
| +8% | +$70.2K | 0.4% | 59 |
|
|
2020
Q1 | $765K | Sell |
10,599
-748
| -7% | -$54K | 0.39% | 61 |
|
|
2019
Q4 | $940K | Buy |
11,347
+152
| +1% | +$12.6K | 0.32% | 79 |
|
|
2019
Q3 | $907K | Sell |
11,195
-216
| -2% | -$17.5K | 0.31% | 82 |
|
|
2019
Q2 | $882K | Buy |
11,411
+300
| +3% | +$23.2K | 0.31% | 84 |
|
|
2019
Q1 | $852K | Buy |
11,111
+139
| +1% | +$10.7K | 0.31% | 86 |
|
|
2018
Q4 | $784K | Sell |
10,972
-853
| -7% | -$61K | 0.35% | 71 |
|
|
2018
Q3 | $831K | Sell |
11,825
-625
| -5% | -$43.9K | 0.32% | 78 |
|
|
2018
Q2 | $849K | Buy |
12,450
+6,736
| +118% | +$459K | 0.36% | 70 |
|
|
2018
Q1 | $385K | Buy |
+5,714
| New | +$385K | 0.21% | 146 |
|