Squar Milner Financial 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 | – | Sell |
-5,366
| Closed | -$436K | – | 47 |
|
|
2020
Q2 | $436K | Buy |
5,366
+500
| +10% | +$40.6K | 0.25% | 109 |
|
|
2020
Q1 | $351K | Buy |
4,866
+302
| +7% | +$21.8K | 0.21% | 107 |
|
|
2019
Q4 | $377K | Sell |
4,564
-1,124
| -20% | -$92.8K | 0.19% | 116 |
|
|
2019
Q3 | $449K | Buy |
5,688
+1,961
| +53% | +$155K | 0.23% | 110 |
|
|
2019
Q2 | $288K | Buy |
3,727
+264
| +8% | +$20.4K | 0.19% | 122 |
|
|
2019
Q1 | $265K | Sell |
3,463
-710
| -17% | -$54.3K | 0.2% | 124 |
|
|
2018
Q4 | $298K | Sell |
4,173
-61
| -1% | -$4.36K | 0.29% | 90 |
|
|
2018
Q3 | $298K | Buy |
4,234
+470
| +12% | +$33.1K | 0.27% | 99 |
|
|
2018
Q2 | $257K | Buy |
+3,764
| New | +$257K | 0.23% | 120 |
|