WESPAC Advisors SoCal’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$15K | – | 132 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $14K | Hold |
200
| – | – | 0.01% | 209 |
|
|
2018
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 215 |
|
|
2017
Q4 | – | Sell |
-350
| Closed | -$26K | – | 258 |
|
|
2017
Q3 | $26K | Hold |
350
| – | – | 0.02% | 149 |
|
|
2017
Q2 | $26K | Buy |
+350
| New | +$26K | 0.02% | 139 |
|
|
2016
Q3 | – | Sell |
-125
| Closed | -$9.74K | – | 287 |
|
|
2016
Q2 | $9.74K | Sell |
125
-375
| -75% | -$29.2K | 0.01% | 207 |
|
|
2016
Q1 | $37.6K | Buy |
+500
| New | +$37.6K | 0.03% | 124 |
|