Winslow Evans & Crocker’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $652K | Buy |
8,666
+8,004
| +1,209% | +$602K | 0.12% | 174 |
|
|
2020
Q3 | $52K | Sell |
662
-130
| -16% | -$10.2K | 0.01% | 451 |
|
|
2020
Q2 | $64K | Hold |
792
| – | – | 0.02% | 424 |
|
|
2020
Q1 | $60K | Hold |
792
| – | – | 0.02% | 404 |
|
|
2019
Q4 | $68K | Hold |
792
| – | – | 0.02% | 450 |
|
|
2019
Q3 | $66K | Hold |
792
| – | – | 0.02% | 456 |
|
|
2019
Q2 | $64K | Sell |
792
-318
| -29% | -$25.7K | 0.02% | 467 |
|
|
2019
Q1 | $88K | Buy |
1,110
+318
| +40% | +$25.2K | 0.03% | 402 |
|
|
2018
Q4 | $60K | Hold |
792
| – | – | 0.02% | 435 |
|
|
2018
Q3 | $58K | Sell |
792
-200
| -20% | -$14.6K | 0.02% | 454 |
|
|
2018
Q2 | $70K | Hold |
992
| – | – | 0.02% | 435 |
|
|
2018
Q1 | $66.9K | Buy |
992
+130
| +15% | +$8.77K | 0.02% | 427 |
|
|
2017
Q4 | $69.9K | Hold |
862
| – | – | 0.02% | 429 |
|
|
2017
Q3 | $66.3K | Sell |
862
-2,065
| -71% | -$159K | 0.02% | 427 |
|
|
2017
Q2 | $224K | Sell |
2,927
-1
| -0% | -$77 | 0.06% | 298 |
|
|
2017
Q1 | $227K | Sell |
2,928
-1,380
| -32% | -$107K | 0.07% | 282 |
|
|
2016
Q4 | $330K | Hold |
4,308
| – | – | 0.1% | 203 |
|
|
2016
Q3 | $320K | Buy |
4,308
+1,950
| +83% | +$145K | 0.09% | 221 |
|
|
2016
Q2 | $184K | Sell |
2,358
-241
| -9% | -$18.8K | 0.05% | 291 |
|
|
2016
Q1 | $195K | Sell |
2,599
-1
| -0% | -$75 | 0.06% | 274 |
|
|
2015
Q4 | $176K | Hold |
2,600
| – | – | 0.05% | 313 |
|
|
2015
Q3 | $183K | Hold |
2,600
| – | – | 0.06% | 285 |
|
|
2015
Q2 | $174K | Buy |
2,600
+150
| +6% | +$10K | 0.05% | 336 |
|
|
2015
Q1 | $174K | Hold |
2,450
| – | – | 0.05% | 322 |
|
|
2014
Q4 | $188K | Hold |
2,450
| – | – | 0.05% | 295 |
|
|
2014
Q3 | $169K | Sell |
2,450
-71
| -3% | -$4.9K | 0.05% | 328 |
|
|
2014
Q2 | $180K | Buy |
2,521
+1,072
| +74% | +$76.7K | 0.06% | 272 |
|
|
2014
Q1 | $103K | Hold |
1,449
| – | – | 0.04% | 349 |
|
|
2013
Q4 | $94K | Buy |
+1,449
| New | +$94K | 0.03% | 382 |
|