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Safeguard Investment Advisory Group’s Dominion Energy D Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-147
Closed -$11K – 208
2020
Q4 		$11K Buy
+147
New +$11.7K 0.01% 388

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Safeguard Investment Advisory Group's D Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Dominion Energy (D) in Q1 2021, closing a stake of 147 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in D in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 147 Dominion Energy shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Dominion Energy in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Dominion Energy position peaked at $11K in Q4 2020.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.