YorkBridge Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,722
| Closed | -$217K | – | 278 |
|
|
2022
Q2 | $217K | Buy |
2,722
+14
| +0.5% | +$1.12K | 0.06% | 258 |
|
|
2022
Q1 | $230K | Buy |
2,708
+8
| +0.3% | +$679 | 0.05% | 271 |
|
|
2021
Q4 | $212K | Buy |
+2,700
| New | +$212K | 0.05% | 275 |
|
|
2021
Q2 | – | Sell |
-2,700
| Closed | -$205K | – | 248 |
|
|
2021
Q1 | $205K | Hold |
2,700
| – | – | 0.06% | 239 |
|
|
2020
Q4 | $203K | Sell |
2,700
-530
| -16% | -$39.8K | 0.07% | 213 |
|
|
2020
Q3 | $255K | Buy |
+3,230
| New | +$255K | 0.11% | 153 |
|
|
2019
Q3 | – | Sell |
-624
| Closed | -$48K | – | 276 |
|
|
2019
Q2 | $48K | Hold |
624
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $48K | Hold |
624
| – | – | 0.02% | 366 |
|
|
2018
Q4 | $45K | Hold |
624
| – | – | 0.02% | 341 |
|
|
2018
Q3 | $44K | Hold |
624
| – | – | 0.02% | 371 |
|
|
2018
Q2 | $43K | Hold |
624
| – | – | 0.02% | 377 |
|
|
2018
Q1 | $40K | Sell |
624
-2,307
| -79% | -$148K | 0.02% | 391 |
|
|
2017
Q4 | $219K | Sell |
2,931
-273
| -9% | -$20.4K | 0.11% | 166 |
|
|
2017
Q3 | $246K | Sell |
3,204
-155
| -5% | -$11.9K | 0.13% | 154 |
|
|
2017
Q2 | $256K | Sell |
3,359
-293
| -8% | -$22.3K | 0.14% | 147 |
|
|
2017
Q1 | $282K | Buy |
3,652
+235
| +7% | +$18.1K | 0.15% | 135 |
|
|
2016
Q4 | $253K | Buy |
+3,417
| New | +$253K | 0.15% | 134 |
|