Banque Pictet & Cie’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,171
| Closed | -$848K | – | 520 |
|
|
2023
Q1 | $848K | Sell |
15,171
-11,357
| -43% | -$635K | 0.01% | 402 |
|
|
2022
Q4 | $1.63M | Buy |
26,528
+5,538
| +26% | +$340K | 0.02% | 322 |
|
|
2022
Q3 | $1.45M | Buy |
20,990
+5,691
| +37% | +$393K | 0.02% | 338 |
|
|
2022
Q2 | $1.22K | Sell |
15,299
-10,017
| -40% | -$799 | 0.01% | 394 |
|
|
2022
Q1 | $2.15M | Sell |
25,316
-2,232
| -8% | -$190K | 0.02% | 321 |
|
|
2021
Q4 | $2.16M | Buy |
+27,548
| New | +$2.16M | 0.02% | 330 |
|