Ashburton (Jersey)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-166
| Closed | -$13K | – | 49 |
|
|
2021
Q1 | $13K | Hold |
166
| – | – | 0.01% | 50 |
|
|
2020
Q4 | $12K | Hold |
166
| – | – | 0.01% | 58 |
|
|
2020
Q3 | $13K | Hold |
166
| – | – | 0.01% | 54 |
|
|
2020
Q2 | $13K | Sell |
166
-1,009
| -86% | -$79K | 0.01% | 54 |
|
|
2020
Q1 | $85K | Hold |
1,175
| – | – | 0.04% | 39 |
|
|
2019
Q4 | $97K | Sell |
1,175
-45
| -4% | -$3.72K | 0.04% | 42 |
|
|
2019
Q3 | $99K | Hold |
1,220
| – | – | 0.05% | 42 |
|
|
2019
Q2 | $94K | Buy |
+1,220
| New | +$94K | 0.04% | 44 |
|