WWM
Willingdon Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.09M | Sell |
28,896
-242
| -0.8% | -$17.5K | 0.53% | 56 |
|
|
2019
Q4 | $2.41M | Sell |
29,138
-482
| -2% | -$39.9K | 0.5% | 66 |
|
|
2019
Q3 | $2.4M | Buy |
29,620
+407
| +1% | +$33K | 0.53% | 69 |
|
|
2019
Q2 | $2.26M | Buy |
29,213
+1,985
| +7% | +$153K | 0.52% | 67 |
|
|
2019
Q1 | $2.09M | Buy |
27,228
+2,151
| +9% | +$165K | 0.51% | 70 |
|
|
2018
Q4 | $1.79M | Sell |
25,077
-1,803
| -7% | -$129K | 0.52% | 78 |
|
|
2018
Q3 | $1.89M | Buy |
26,880
+47
| +0.2% | +$3.3K | 0.52% | 78 |
|
|
2018
Q2 | $1.83M | Sell |
26,833
-1,190
| -4% | -$81.1K | 0.56% | 81 |
|
|
2018
Q1 | $1.89M | Sell |
28,023
-8,468
| -23% | -$571K | 0.6% | 71 |
|
|
2017
Q4 | $2.96M | Buy |
36,491
+36,201
| +12,483% | +$2.93M | 0.97% | 40 |
|
|
2017
Q3 | $22K | Buy |
+290
| New | +$22K | 0.01% | 183 |
|