Wealthcare Capital Management’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,628	Closed	-$124K	–	212
2021 Q1	$124K	Buy	+1,628	New	+$124K	0.01%	93
2020 Q2	–	Sell	-1,396	Closed	-$101K	–	93
2020 Q1	$101K	Sell	1,396 -78	-5%	-$5.64K	0.01%	69
2019 Q4	$122K	Buy	1,474 +70	+5%	+$5.79K	0.01%	73
2019 Q3	$114K	Buy	1,404 +13	+0.9%	+$1.06K	0.01%	74
2019 Q2	$108K	Hold	1,391	–	–	0.01%	72
2019 Q1	$107K	Hold	1,391	–	–	0.02%	74
2018 Q4	$99K	Hold	1,391	–	–	0.02%	72
2018 Q3	$98K	Hold	1,391	–	–	0.01%	67
2018 Q2	$95K	Hold	1,391	–	–	0.01%	67
2018 Q1	$94K	Hold	1,391	–	–	0.01%	68
2017 Q4	$113K	Sell	1,391 -30	-2%	-$2.44K	0.01%	61
2017 Q3	$109K	Hold	1,421	–	–	0.01%	61
2017 Q2	$109K	Hold	1,421	–	–	0.01%	59
2017 Q1	$110K	Hold	1,421	–	–	0.01%	60
2016 Q4	$109K	Hold	1,421	–	–	0.01%	54
2016 Q3	$106K	Hold	1,421	–	–	0.01%	55
2016 Q2	$111K	Sell	1,421 -100	-7%	-$7.81K	0.01%	53
2016 Q1	$114K	Hold	1,521	–	–	0.01%	55
2015 Q4	$103K	Sell	1,521 -458	-23%	-$31K	0.01%	65
2015 Q3	$139K	Hold	1,979	–	–	0.02%	55
2015 Q2	$132K	Sell	1,979 -5,900	-75%	-$394K	0.02%	61
2015 Q1	$558K	Buy	7,879 +6,253	+385%	+$443K	0.07%	46
2014 Q4	$125K	Hold	1,626	–	–	0.02%	52
2014 Q3	$112K	Hold	1,626	–	–	0.02%	54
2014 Q2	$116K	Hold	1,626	–	–	0.02%	53
2014 Q1	$115K	Hold	1,626	–	–	0.02%	51
2013 Q4	$105K	Hold	1,626	–	–	0.02%	31
2013 Q3	$102K	Hold	1,626	–	–	0.02%	29
2013 Q2	$92K	Buy	+1,626	New	+$92K	0.02%	30