Steward Partners Investment Advisory’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38
| Closed | -$4K | – | 3385 |
|
|
2021
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 2896 |
|
|
2021
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 6718 |
|
|
2020
Q4 | – | Sell |
-1,689
| Closed | -$172K | – | 3043 |
|
|
2020
Q3 | $172K | Sell |
1,689
-1,146
| -40% | -$117K | ﹤0.01% | 1000 |
|
|
2020
Q2 | $287K | Sell |
2,835
-8,384
| -75% | -$849K | 0.01% | 771 |
|
|
2020
Q1 | $1.03M | Buy |
11,219
+9,050
| +417% | +$832K | 0.04% | 379 |
|
|
2019
Q4 | $232K | Buy |
+2,169
| New | +$232K | 0.01% | 840 |
|