Swaine & Leidel Wealth Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-42,596
| Closed | -$3.2M | – | 70 |
|
|
2020
Q4 | $3.2M | Buy |
42,596
+645
| +2% | +$48.5K | 2.32% | 24 |
|
|
2020
Q3 | $3.31M | Buy |
41,951
+880
| +2% | +$69.5K | 3.23% | 10 |
|
|
2020
Q2 | $3.33M | Buy |
41,071
+654
| +2% | +$53.1K | 3.4% | 10 |
|
|
2020
Q1 | $2.92M | Buy |
40,417
+2,319
| +6% | +$167K | 3.03% | 9 |
|
|
2019
Q4 | $3.16M | Buy |
+38,098
| New | +$3.16M | 2.63% | 13 |
|
|
2019
Q1 | – | Sell |
-22,350
| Closed | -$1.64M | – | 51 |
|
|
2018
Q4 | $1.64M | Buy |
+22,350
| New | +$1.64M | 2.6% | 10 |
|