Wealthstreet Investment Advisors’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 |
-26,579
| Closed | -$2.02M | – | 142 |
|
|
2021
Q1 | $2.02M | Sell |
26,579
-806
| -3% | -$61.2K | 0.2% | 118 |
|
|
2020
Q4 | $2.06M | Sell |
27,385
-1,358
| -5% | -$102K | 0.21% | 110 |
|
|
2020
Q3 | $2.27M | Hold |
28,743
| – | – | 0.25% | 94 |
|
|
2020
Q2 | $2.33M | Sell |
28,743
-175
| -0.6% | -$14.2K | 0.29% | 83 |
|
|
2020
Q1 | $2.09M | Buy |
28,918
+121
| +0.4% | +$8.73K | 0.31% | 83 |
|
|
2019
Q4 | $2.39M | Sell |
28,797
-350
| -1% | -$29K | 0.28% | 86 |
|
|
2019
Q3 | $2.38M | Hold |
29,147
| – | – | 0.3% | 79 |
|
|
2019
Q2 | $2.25M | Sell |
29,147
-575
| -2% | -$44.5K | 0.29% | 84 |
|
|
2019
Q1 | $2.28M | Sell |
29,722
-855
| -3% | -$65.5K | 0.3% | 82 |
|
|
2018
Q4 | $2.09M | Buy |
30,577
+1,700
| +6% | +$116K | 0.29% | 85 |
|
|
2018
Q3 | $2.03M | Sell |
28,877
-200
| -0.7% | -$14.1K | 0.25% | 92 |
|
|
2018
Q2 | $1.98M | Sell |
29,077
-100
| -0.3% | -$6.82K | 0.26% | 93 |
|
|
2018
Q1 | $1.97M | Sell |
29,177
-2,668
| -8% | -$180K | 0.25% | 98 |
|
|
2017
Q4 | $2.58M | Buy |
+31,845
| New | +$2.58M | 0.31% | 79 |
|