Bartlett & Co’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $643K | Buy |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $855K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.58M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q3 | $1.62M | Buy |
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|
2019
Q2 | $184K | Hold |
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|
2019
Q1 | $182K | Hold |
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|
2018
Q4 | $170K | Hold |
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|
2018
Q3 | $167K | Hold |
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|
2018
Q2 | $162K | Sell |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q4 | $193K | Hold |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $182K | Hold |
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|
2017
Q1 | $184K | Sell |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $197K | Buy |
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|
2016
Q2 | $186K | Hold |
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|
2016
Q1 | $180K | Sell |
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|
2015
Q4 | $165K | Hold |
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|
2015
Q3 | $172K | Hold |
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|
2015
Q2 | $163K | Buy |
|
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|
2015
Q1 | $171K | Hold |
|
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|
2014
Q4 | $186K | Sell |
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|
2014
Q3 | $167K | Hold |
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|
2014
Q2 | $173K | Sell |
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|
2014
Q1 | $208K | Hold |
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|
2013
Q4 | $189K | Sell |
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|
2013
Q3 | $198K | Sell |
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|
2013
Q2 | $214K | Buy |
|