WKWM
D icon

Walter & Keenan Wealth Management’s Dominion Energy D Stock Holding History

Walter & Keenan Wealth Management’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
Q3 		– Sell
-2,590
Closed -$210K – 142
2020
Q2 		$210K Buy
+2,590
New +$208K 0.09% 136

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Walter & Keenan Wealth Management's D Position: Q3 2020 in Review

Walter & Keenan Wealth Management sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,590 shares — an estimated $210K sold.

Walter & Keenan Wealth Management first reported a position in D in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Walter & Keenan Wealth Management reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,590 Dominion Energy shares in Q3 2020, an estimated $210K.
  • Walter & Keenan Wealth Management first reported a position in Dominion Energy in Q2 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Dominion Energy position peaked at $210K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.