Strategic Wealth Management Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,062
| Closed | -$233K | – | 127 |
|
|
2021
Q1 | $233K | Sell |
3,062
-37
| -1% | -$2.82K | 0.09% | 123 |
|
|
2020
Q4 | $233K | Buy |
3,099
+37
| +1% | +$2.78K | 0.1% | 111 |
|
|
2020
Q3 | $242K | Hold |
3,062
| – | – | 0.12% | 99 |
|
|
2020
Q2 | $249K | Buy |
3,062
+212
| +7% | +$17.2K | 0.15% | 76 |
|
|
2020
Q1 | $206K | Hold |
2,850
| – | – | 0.15% | 75 |
|
|
2019
Q4 | $236K | Hold |
2,850
| – | – | 0.15% | 82 |
|
|
2019
Q3 | $231K | Hold |
2,850
| – | – | 0.17% | 70 |
|
|
2019
Q2 | $220K | Sell |
2,850
-220
| -7% | -$17K | 0.17% | 77 |
|
|
2019
Q1 | $235K | Buy |
+3,070
| New | +$235K | 0.19% | 67 |
|