AAIM
Asset Advisors Investment Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,361
| Closed | -$273K | – | 110 |
|
|
2020
Q2 | $273K | Hold |
3,361
| – | – | 0.04% | 82 |
|
|
2020
Q1 | $243K | Hold |
3,361
| – | – | 0.05% | 89 |
|
|
2019
Q4 | $275K | Sell |
3,361
-654
| -16% | -$53.5K | 0.04% | 95 |
|
|
2019
Q3 | $325K | Buy |
+4,015
| New | +$325K | 0.05% | 88 |
|
|
2019
Q2 | – | Sell |
-6,968
| Closed | -$534K | – | 95 |
|
|
2019
Q1 | $534K | Buy |
6,968
+2,007
| +40% | +$154K | 0.1% | 74 |
|
|
2018
Q4 | $355K | Hold |
4,961
| – | – | 0.07% | 79 |
|
|
2018
Q3 | $349K | Buy |
+4,961
| New | +$349K | 0.06% | 91 |
|