SWA
Sutton Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $137K | Buy |
3,058
+2,667
| +682% | +$119K | 0.07% | 139 |
|
|
2023
Q2 | $20.3K | Sell |
391
-42
| -10% | -$2.18K | 0.01% | 352 |
|
|
2023
Q1 | $24.2K | Sell |
433
-1,002
| -70% | -$56K | 0.01% | 284 |
|
|
2022
Q4 | $88K | Sell |
1,435
-946
| -40% | -$58K | 0.03% | 271 |
|
|
2022
Q3 | $165K | Buy |
2,381
+969
| +69% | +$67K | 0.07% | 187 |
|
|
2022
Q2 | $113K | Sell |
1,412
-2
| -0.1% | -$160 | 0.04% | 225 |
|
|
2022
Q1 | $120K | Buy |
1,414
+8
| +0.6% | +$680 | 0.04% | 225 |
|
|
2021
Q4 | $110K | Sell |
1,406
-15
| -1% | -$1.18K | 0.04% | 240 |
|
|
2021
Q3 | $104K | Buy |
1,421
+22
| +2% | +$1.61K | 0.04% | 243 |
|
|
2021
Q2 | $103K | Hold |
1,399
| – | – | 0.04% | 247 |
|
|
2021
Q1 | $106K | Sell |
1,399
-52
| -4% | -$3.95K | 0.04% | 234 |
|
|
2020
Q4 | $109K | Buy |
1,451
+37
| +3% | +$2.78K | 0.05% | 219 |
|
|
2020
Q3 | $112K | Buy |
1,414
+27
| +2% | +$2.13K | 0.05% | 204 |
|
|
2020
Q2 | $113K | Sell |
1,387
-60
| -4% | -$4.87K | 0.06% | 198 |
|
|
2020
Q1 | $104K | Buy |
1,447
+52
| +4% | +$3.75K | 0.07% | 188 |
|
|
2019
Q4 | $116K | Buy |
1,395
+10
| +0.7% | +$828 | 0.06% | 201 |
|
|
2019
Q3 | $112K | Hold |
1,385
| – | – | 0.06% | 194 |
|
|
2019
Q2 | $107K | Hold |
1,385
| – | – | 0.06% | 201 |
|
|
2019
Q1 | $106K | Buy |
1,385
+18
| +1% | +$1.38K | 0.06% | 198 |
|
|
2018
Q4 | $97.7K | Buy |
1,367
+22
| +2% | +$1.57K | 0.06% | 195 |
|
|
2018
Q3 | $94.5K | Hold |
1,345
| – | – | 0.06% | 205 |
|
|
2018
Q2 | $91.7K | Sell |
1,345
-100
| -7% | -$6.82K | 0.06% | 208 |
|
|
2018
Q1 | $97.4K | Sell |
1,445
-12
| -0.8% | -$809 | 0.07% | 199 |
|
|
2017
Q4 | $118K | Hold |
1,457
| – | – | 0.09% | 181 |
|
|
2017
Q3 | $112K | Hold |
1,457
| – | – | 0.09% | 185 |
|
|
2017
Q2 | $112K | Buy |
1,457
+12
| +0.8% | +$920 | 0.09% | 185 |
|
|
2017
Q1 | $112K | Hold |
1,445
| – | – | 0.09% | 178 |
|
|
2016
Q4 | $111K | Hold |
1,445
| – | – | 0.1% | 175 |
|
|
2016
Q3 | $107K | Buy |
1,445
+100
| +7% | +$7.43K | 0.1% | 174 |
|
|
2016
Q2 | $105K | Hold |
1,345
| – | – | 0.1% | 171 |
|
|
2016
Q1 | $101K | Buy |
+1,345
| New | +$101K | 0.1% | 174 |
|