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Tobias Financial Advisors’s Dominion Energy D Stock Holding History

Tobias Financial Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-300
Closed -$24K – 103
2019
Q4 		$24K Buy
+300
New +$24.5K 0.02% 130

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Tobias Financial Advisors's D Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Dominion Energy (D) in Q1 2020, closing a stake of 300 shares — an estimated $24K sold.

Tobias Financial Advisors first reported a position in D in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 1,398 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 300 Dominion Energy shares in Q1 2020, an estimated $24K.
  • Tobias Financial Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Dominion Energy position peaked at $24K in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.