TRUE Private Wealth Advisors’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 |
-1,215
| Closed | -$91K | – | 336 |
|
|
2020
Q4 | $91K | Hold |
1,215
| – | – | 0.02% | 283 |
|
|
2020
Q3 | $95K | Hold |
1,215
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $98K | Hold |
1,215
| – | – | 0.02% | 237 |
|
|
2020
Q1 | $87K | Hold |
1,215
| – | – | 0.02% | 223 |
|
|
2019
Q4 | $100K | Buy |
+1,215
| New | +$100K | 0.02% | 290 |
|
|
2019
Q3 | – | Sell |
-1,215
| Closed | -$93K | – | 332 |
|
|
2019
Q2 | $93K | Buy |
+1,215
| New | +$93K | 0.02% | 272 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$923 | – | 388 |
|
|
2018
Q3 | $923 | Buy |
+13
| New | +$923 | ﹤0.01% | 1073 |
|