WealthShield Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,148
| Closed | -$218K | – | 292 |
|
|
2022
Q3 | $218K | Buy |
3,148
+229
| +8% | +$15.9K | 0.04% | 277 |
|
|
2022
Q2 | $233K | Sell |
2,919
-162
| -5% | -$12.9K | 0.05% | 273 |
|
|
2022
Q1 | $262K | Sell |
3,081
-268
| -8% | -$22.8K | 0.04% | 297 |
|
|
2021
Q4 | $263K | Buy |
+3,349
| New | +$263K | 0.04% | 245 |
|
|
2021
Q3 | – | Sell |
-2,616
| Closed | -$192K | – | 334 |
|
|
2021
Q2 | $192K | Sell |
2,616
-655
| -20% | -$48.1K | 0.03% | 264 |
|
|
2021
Q1 | $248K | Sell |
3,271
-97
| -3% | -$7.35K | 0.04% | 230 |
|
|
2020
Q4 | $254K | Buy |
3,368
+242
| +8% | +$18.3K | 0.05% | 253 |
|
|
2020
Q3 | $247K | Buy |
3,126
+407
| +15% | +$32.2K | 0.09% | 215 |
|
|
2020
Q2 | $221K | Sell |
2,719
-189
| -6% | -$15.4K | 0.1% | 188 |
|
|
2020
Q1 | $210K | Buy |
2,908
+1
| +0% | +$72 | 0.13% | 149 |
|
|
2019
Q4 | $241K | Buy |
2,907
+1
| +0% | +$83 | 0.12% | 162 |
|
|
2019
Q3 | $236K | Buy |
+2,906
| New | +$236K | 0.13% | 154 |
|
|
2019
Q2 | – | Sell |
-2,801
| Closed | -$215K | – | 230 |
|
|
2019
Q1 | $215K | Buy |
+2,801
| New | +$215K | 0.12% | 135 |
|