Advisory Research’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-129,422
| Closed | -$9.52M | – | 370 |
|
|
2021
Q2 | $9.52M | Sell |
129,422
-474
| -0.4% | -$34.9K | 0.63% | 43 |
|
|
2021
Q1 | $9.87M | Sell |
129,896
-20,593
| -14% | -$1.56M | 0.7% | 52 |
|
|
2020
Q4 | $11.3M | Sell |
150,489
-89,277
| -37% | -$6.71M | 0.83% | 39 |
|
|
2020
Q3 | $18.9M | Buy |
239,766
+107,560
| +81% | +$8.49M | 1.84% | 6 |
|
|
2020
Q2 | $10.7M | Buy |
+132,206
| New | +$10.7M | 0.95% | 33 |
|
|
2014
Q2 | – | Sell |
-993
| Closed | -$70K | – | 411 |
|
|
2014
Q1 | $70K | Buy |
+993
| New | +$70K | ﹤0.01% | 502 |
|