Shine Investment Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $81K | Hold |
1,020
| – | – | 0.03% | 221 |
|
|
2020
Q2 | $83K | Hold |
1,020
| – | – | 0.03% | 220 |
|
|
2020
Q1 | $74K | Hold |
1,020
| – | – | 0.03% | 220 |
|
|
2019
Q4 | $85K | Hold |
1,020
| – | – | 0.03% | 237 |
|
|
2019
Q3 | $83K | Hold |
1,020
| – | – | 0.04% | 214 |
|
|
2019
Q2 | $79K | Sell |
1,020
-156
| -13% | -$12.1K | 0.04% | 221 |
|
|
2019
Q1 | $90K | Buy |
1,176
+156
| +15% | +$11.9K | 0.04% | 206 |
|
|
2018
Q4 | $73K | Hold |
1,020
| – | – | 0.04% | 216 |
|
|
2018
Q3 | $72K | Hold |
1,020
| – | – | 0.04% | 237 |
|
|
2018
Q2 | $70K | Hold |
1,020
| – | – | 0.04% | 244 |
|
|
2018
Q1 | $69K | Hold |
1,020
| – | – | 0.04% | 238 |
|
|
2017
Q4 | $83K | Hold |
1,020
| – | – | 0.04% | 206 |
|
|
2017
Q3 | $78K | Hold |
1,020
| – | – | 0.04% | 206 |
|
|
2017
Q2 | $78K | Buy |
+1,020
| New | +$78K | 0.04% | 186 |
|