Wealthspire Advisors (Maryland)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $844K | Buy |
10,688
+2,640
| +33% | +$208K | 0.03% | 206 |
|
|
2020
Q2 | $653K | Buy |
8,048
+1,857
| +30% | +$151K | 0.05% | 212 |
|
|
2020
Q1 | $447K | Sell |
6,191
-628
| -9% | -$45.3K | 0.04% | 247 |
|
|
2019
Q4 | $565K | Buy |
6,819
+191
| +3% | +$15.8K | 0.04% | 259 |
|
|
2019
Q3 | $537K | Buy |
6,628
+27
| +0.4% | +$2.19K | 0.04% | 248 |
|
|
2019
Q2 | $510K | Buy |
6,601
+126
| +2% | +$9.74K | 0.04% | 251 |
|
|
2019
Q1 | $496K | Buy |
6,475
+871
| +16% | +$66.7K | 0.04% | 254 |
|
|
2018
Q4 | $400K | Sell |
5,604
-680
| -11% | -$48.5K | 0.04% | 259 |
|
|
2018
Q3 | $442K | Sell |
6,284
-653
| -9% | -$45.9K | 0.04% | 271 |
|
|
2018
Q2 | $473K | Sell |
6,937
-1,199
| -15% | -$81.8K | 0.04% | 248 |
|
|
2018
Q1 | $549K | Sell |
8,136
-663
| -8% | -$44.7K | 0.05% | 224 |
|
|
2017
Q4 | $713K | Buy |
8,799
+1,127
| +15% | +$91.3K | 0.07% | 186 |
|
|
2017
Q3 | $590K | Sell |
7,672
-3
| -0% | -$231 | 0.06% | 213 |
|
|
2017
Q2 | $588K | Buy |
7,675
+3,385
| +79% | +$259K | 0.07% | 196 |
|
|
2017
Q1 | $333K | Buy |
4,290
+2,466
| +135% | +$191K | 0.05% | 266 |
|
|
2016
Q4 | $140K | Buy |
1,824
+53
| +3% | +$4.07K | 0.02% | 476 |
|
|
2016
Q3 | $132K | Sell |
1,771
-2,635
| -60% | -$196K | 0.02% | 494 |
|
|
2016
Q2 | $343K | Sell |
4,406
-222
| -5% | -$17.3K | 0.06% | 225 |
|
|
2016
Q1 | $348K | Buy |
4,628
+776
| +20% | +$58.4K | 0.06% | 218 |
|
|
2015
Q4 | $261K | Buy |
+3,852
| New | +$261K | 0.05% | 288 |
|