SAM
DCUE
SignalPoint Asset Management’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,565
| Closed | -$260K | – | 233 |
|
|
2022
Q1 | $260K | Sell |
2,565
-150
| -6% | -$15.2K | 0.08% | 188 |
|
|
2021
Q4 | $273K | Hold |
2,715
| – | – | 0.08% | 191 |
|
|
2021
Q3 | $264K | Hold |
2,715
| – | – | 0.08% | 186 |
|
|
2021
Q2 | $264K | Hold |
2,715
| – | – | 0.09% | 189 |
|
|
2021
Q1 | $268K | Buy |
2,715
+250
| +10% | +$24.7K | 0.09% | 177 |
|
|
2020
Q4 | $247K | Buy |
+2,465
| New | +$247K | 0.09% | 173 |
|