WealthPLAN Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-359
| Closed | -$18.6K | – | 482 |
|
|
2023
Q2 | $18.6K | Sell |
359
-977
| -73% | -$50.6K | ﹤0.01% | 696 |
|
|
2023
Q1 | $74.7K | Buy |
+1,336
| New | +$74.7K | 0.01% | 481 |
|
|
2019
Q2 | – | Sell |
-8,477
| Closed | -$630K | – | 245 |
|
|
2019
Q1 | $630K | Buy |
8,477
+570
| +7% | +$42.4K | 0.1% | 139 |
|
|
2018
Q4 | $579K | Buy |
7,907
+1,210
| +18% | +$88.6K | 0.09% | 137 |
|
|
2018
Q3 | $500K | Buy |
6,697
+779
| +13% | +$58.2K | 0.09% | 145 |
|
|
2018
Q2 | $404K | Sell |
5,918
-19
| -0.3% | -$1.3K | 0.08% | 160 |
|
|
2018
Q1 | $400K | Buy |
5,937
+687
| +13% | +$46.3K | 0.09% | 160 |
|
|
2017
Q4 | $425K | Buy |
+5,250
| New | +$425K | 0.11% | 139 |
|
|
2016
Q3 | $11.2K | Sell |
155
-153
| -50% | -$11K | ﹤0.01% | 585 |
|
|
2016
Q2 | $12K | Buy |
+308
| New | +$12K | ﹤0.01% | 1662 |
|