TrueWealth LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.07M | Buy |
25,441
+3,023
| +13% | +$245K | 0.87% | 17 |
|
|
2020
Q1 | $1.62M | Buy |
22,418
+40
| +0.2% | +$2.89K | 0.79% | 23 |
|
|
2019
Q4 | $1.85M | Buy |
22,378
+31
| +0.1% | +$2.57K | 0.75% | 25 |
|
|
2019
Q3 | $1.81M | Buy |
22,347
+4,407
| +25% | +$357K | 0.78% | 24 |
|
|
2019
Q2 | $1.39M | Buy |
17,940
+32
| +0.2% | +$2.47K | 0.62% | 25 |
|
|
2019
Q1 | $1.37M | Buy |
17,908
+2,524
| +16% | +$194K | 0.64% | 26 |
|
|
2018
Q4 | $1.1M | Sell |
15,384
-1,222
| -7% | -$87.3K | 0.56% | 27 |
|
|
2018
Q3 | $1.17M | Buy |
16,606
+30
| +0.2% | +$2.11K | 0.54% | 28 |
|
|
2018
Q2 | $1.13M | Buy |
16,576
+1,202
| +8% | +$81.9K | 0.54% | 28 |
|
|
2018
Q1 | $1.04M | Sell |
15,374
-6
| -0% | -$405 | 0.52% | 28 |
|
|
2017
Q4 | $1.25M | Buy |
+15,380
| New | +$1.25M | 0.59% | 27 |
|