Wealthspire Advisors (Maryland)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $844K | Buy |
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|
2020
Q2 | $653K | Buy |
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|
2020
Q1 | $447K | Sell |
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|
2019
Q4 | $565K | Buy |
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|
2019
Q3 | $537K | Buy |
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|
2019
Q2 | $510K | Buy |
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|
2019
Q1 | $496K | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $442K | Sell |
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|
2018
Q2 | $473K | Sell |
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|
2018
Q1 | $549K | Sell |
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|
2017
Q4 | $713K | Buy |
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|
2017
Q3 | $590K | Sell |
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|
2017
Q2 | $588K | Buy |
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|
2017
Q1 | $333K | Buy |
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|
2016
Q4 | $140K | Buy |
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|
2016
Q3 | $132K | Sell |
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|
2016
Q2 | $343K | Sell |
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|
2016
Q1 | $348K | Buy |
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|
2015
Q4 | $261K | Buy |
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