Altavista Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $420K | Hold |
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|
2018
Q4 | $391K | Hold |
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|
2018
Q3 | $385K | Sell |
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|
2018
Q2 | $387K | Hold |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $460K | Sell |
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|
2017
Q2 | $467K | Buy |
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|
2017
Q1 | $464K | Buy |
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|
2016
Q4 | $379K | Buy |
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|
2016
Q3 | $368K | Buy |
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|
2016
Q2 | $385K | Sell |
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|
2016
Q1 | $389K | Buy |
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|
2015
Q4 | $327K | Buy |
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|
2015
Q3 | $323K | Sell |
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|
2015
Q2 | $334K | Hold |
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|
2015
Q1 | $354K | Sell |
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|
2014
Q4 | $408K | Sell |
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|
2014
Q3 | $378K | Hold |
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|
2014
Q2 | $391K | Hold |
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|
2014
Q1 | $388K | Hold |
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|
2013
Q4 | $354K | Buy |
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|
2013
Q3 | $324K | Hold |
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|
2013
Q2 | $295K | Buy |
|