Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $251K | Sell |
|
|||||
|
2021
Q4 | $235K | Buy |
|
|||||
|
2021
Q3 | $215K | Sell |
|
|||||
|
2021
Q2 | $219K | Hold |
|
|||||
|
2021
Q1 | $226K | Sell |
|
|||||
|
2020
Q4 | $250K | Hold |
|
|||||
|
2020
Q3 | $262K | Sell |
|
|||||
|
2020
Q2 | $351K | Hold |
|
|||||
|
2020
Q1 | $312K | Sell |
|
|||||
|
2019
Q4 | $362K | Hold |
|
|||||
|
2019
Q3 | $354K | Sell |
|
|||||
|
2019
Q2 | $381K | Buy |
|
|||||
|
2019
Q1 | $376K | Hold |
|
|||||
|
2018
Q4 | $351K | Hold |
|
|||||
|
2018
Q3 | $345K | Hold |
|
|||||
|
2018
Q2 | $335K | Sell |
|
|||||
|
2018
Q1 | $402K | Sell |
|
|||||
|
2017
Q4 | $686K | Sell |
|
|||||
|
2017
Q3 | $712K | Hold |
|
|||||
|
2017
Q2 | $710K | Sell |
|
|||||
|
2017
Q1 | $742K | Hold |
|
|||||
|
2016
Q4 | $732K | Sell |
|
|||||
|
2016
Q3 | $717K | Sell |
|
|||||
|
2016
Q2 | $768K | Sell |
|
|||||
|
2016
Q1 | $796K | Hold |
|
|||||
|
2015
Q4 | $716K | Sell |
|
|||||
|
2015
Q3 | $757K | Buy |
|
|||||
|
2015
Q2 | $673K | Hold |
|
|||||
|
2015
Q1 | $713K | Sell |
|
|||||
|
2014
Q4 | $793K | Sell |
|
|||||
|
2014
Q3 | $747K | Hold |
|
|||||
|
2014
Q2 | $773K | Buy |
|
|||||
|
2014
Q1 | $745K | Buy |
|
|||||
|
2013
Q4 | $595K | Buy |
|
|||||
|
2013
Q3 | $572K | Buy |
|
|||||
|
2013
Q2 | $489K | Buy |
|