Bank Julius Baer & Co’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,000
| Closed | -$849K | – | 547 |
|
|
2023
Q3 | $849K | Buy |
+19,000
| New | +$849K | ﹤0.01% | 273 |
|
|
2022
Q1 | – | Sell |
-823
| Closed | -$65K | – | 636 |
|
|
2021
Q4 | $65K | Buy |
+823
| New | +$65K | ﹤0.01% | 633 |
|
|
2021
Q2 | – | Sell |
-2,225
| Closed | -$169K | – | 834 |
|
|
2021
Q1 | $169K | Sell |
2,225
-980
| -31% | -$74.4K | ﹤0.01% | 565 |
|
|
2020
Q4 | $241K | Buy |
3,205
+866
| +37% | +$65.1K | ﹤0.01% | 541 |
|
|
2020
Q3 | $185K | Sell |
2,339
-6,197
| -73% | -$490K | ﹤0.01% | 521 |
|
|
2020
Q2 | $693K | Buy |
8,536
+6,237
| +271% | +$506K | 0.01% | 316 |
|
|
2020
Q1 | $166K | Buy |
+2,299
| New | +$166K | ﹤0.01% | 418 |
|