Valley Wealth Managers’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500
| Closed | -$30.7K | – | 383 |
|
|
2022
Q4 | $30.7K | Hold |
500
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $35K | Hold |
500
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $40K | Buy |
+500
| New | +$40K | ﹤0.01% | 262 |
|
|
2020
Q3 | – | Sell |
-36,699
| Closed | -$2.98M | – | 163 |
|
|
2020
Q2 | $2.98M | Sell |
36,699
-2,010
| -5% | -$163K | 0.33% | 59 |
|
|
2020
Q1 | $2.79M | Sell |
38,709
-3,149
| -8% | -$227K | 0.36% | 58 |
|
|
2019
Q4 | $3.47M | Sell |
41,858
-2,087
| -5% | -$173K | 0.35% | 55 |
|
|
2019
Q3 | $3.56M | Buy |
43,945
+12,340
| +39% | +$1,000K | 0.38% | 52 |
|
|
2019
Q2 | $2.44M | Buy |
31,605
+3,428
| +12% | +$265K | 0.26% | 66 |
|
|
2019
Q1 | $2.16M | Buy |
28,177
+4,637
| +20% | +$355K | 0.24% | 68 |
|
|
2018
Q4 | $1.68M | Buy |
23,540
+210
| +0.9% | +$15K | 0.22% | 69 |
|
|
2018
Q3 | $1.64M | Buy |
23,330
+195
| +0.8% | +$13.7K | 0.19% | 69 |
|
|
2018
Q2 | $1.58M | Sell |
23,135
-1,010
| -4% | -$68.8K | 0.19% | 75 |
|
|
2018
Q1 | $1.63M | Buy |
+24,145
| New | +$1.63M | 0.2% | 76 |
|