Sargent Bickham Lagudis’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.17K | Hold |
19
| – | – | ﹤0.01% | 960 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 922 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$15K | – | 954 |
|
|
2021
Q2 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 650 |
|
|
2020
Q3 | – | Sell |
-1,045
| Closed | -$85K | – | 798 |
|
|
2020
Q2 | $85K | Buy |
+1,045
| New | +$85K | 0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$1K | – | 800 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 813 |
|
|
2018
Q2 | – | Sell |
-140
| Closed | -$9K | – | 756 |
|
|
2018
Q1 | $9K | Sell |
140
-200
| -59% | -$12.9K | ﹤0.01% | 598 |
|
|
2017
Q4 | $28K | Hold |
340
| – | – | ﹤0.01% | 447 |
|
|
2017
Q3 | $26K | Hold |
340
| – | – | ﹤0.01% | 458 |
|
|
2017
Q2 | $26K | Hold |
340
| – | – | ﹤0.01% | 444 |
|
|
2017
Q1 | $26K | Sell |
340
-67
| -16% | -$5.12K | ﹤0.01% | 449 |
|
|
2016
Q4 | $31K | Buy |
407
+200
| +97% | +$15.2K | ﹤0.01% | 406 |
|
|
2016
Q3 | $15 | Buy |
+207
| New | +$15 | ﹤0.01% | 510 |
|