SBA
Secrest Blakey & Associates’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $553K | Sell |
7,001
-8,301
| -54% | -$656K | 1.26% | 27 |
|
|
2020
Q2 | $1.24M | Buy |
15,302
+235
| +2% | +$19.1K | 3% | 8 |
|
|
2020
Q1 | $1.09M | Buy |
15,067
+49
| +0.3% | +$3.54K | 2.96% | 10 |
|
|
2019
Q4 | $1.24M | Buy |
15,018
+1,338
| +10% | +$111K | 2.74% | 9 |
|
|
2019
Q3 | $1.11M | Buy |
13,680
+239
| +2% | +$19.4K | 0.92% | 31 |
|
|
2019
Q2 | $1.04M | Buy |
13,441
+665
| +5% | +$51.4K | 0.91% | 31 |
|
|
2019
Q1 | $979K | Buy |
12,776
+265
| +2% | +$20.3K | 0.95% | 29 |
|
|
2018
Q4 | $894K | Buy |
12,511
+557
| +5% | +$39.8K | 0.75% | 36 |
|
|
2018
Q3 | $840K | Buy |
11,954
+117
| +1% | +$8.22K | 0.65% | 42 |
|
|
2018
Q2 | $807K | Buy |
11,837
+621
| +6% | +$42.3K | 0.64% | 41 |
|
|
2018
Q1 | $756K | Buy |
11,216
+432
| +4% | +$29.1K | 0.65% | 42 |
|
|
2017
Q4 | $874K | Buy |
+10,784
| New | +$874K | 0.71% | 33 |
|