Surevest’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-42,813
| Closed | -$3.38M | – | 89 |
|
|
2020
Q3 | $3.38M | Buy |
42,813
+4,289
| +11% | +$339K | 1.33% | 40 |
|
|
2020
Q2 | $3.13M | Buy |
38,524
+3,234
| +9% | +$263K | 1.38% | 29 |
|
|
2020
Q1 | $2.55M | Buy |
35,290
+9,963
| +39% | +$719K | 1.39% | 24 |
|
|
2019
Q4 | $2.1M | Buy |
25,327
+5,425
| +27% | +$449K | 0.9% | 47 |
|
|
2019
Q3 | $1.61M | Buy |
19,902
+2,127
| +12% | +$172K | 0.79% | 51 |
|
|
2019
Q2 | $1.37M | Buy |
17,775
+7,241
| +69% | +$560K | 0.71% | 48 |
|
|
2019
Q1 | $808K | Buy |
10,534
+5,630
| +115% | +$432K | 0.5% | 55 |
|
|
2018
Q4 | $350K | Buy |
+4,904
| New | +$350K | 0.28% | 70 |
|