Benson Investment Management Company’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62,000
| Closed | -$3.8M | – | 53 |
|
|
2022
Q4 | $3.8M | Buy |
+62,000
| New | +$3.8M | 2.24% | 23 |
|
|
2020
Q4 | – | Sell |
-44,320
| Closed | -$3.5M | – | 56 |
|
|
2020
Q3 | $3.5M | Buy |
+44,320
| New | +$3.5M | 2.24% | 30 |
|
|
2019
Q4 | – | Sell |
-37,965
| Closed | -$3.08M | – | 61 |
|
|
2019
Q3 | $3.08M | Buy |
+37,965
| New | +$3.08M | 2.21% | 28 |
|
|
2018
Q3 | – | Sell |
-45,535
| Closed | -$3.11M | – | 70 |
|
|
2018
Q2 | $3.11M | Buy |
45,535
+45,095
| +10,249% | +$3.07M | 2.44% | 14 |
|
|
2018
Q1 | $30K | Buy |
+440
| New | +$30K | 0.02% | 64 |
|
|
2017
Q4 | – | Sell |
-440
| Closed | -$34K | – | 62 |
|
|
2017
Q3 | $34K | Hold |
440
| – | – | 0.03% | 68 |
|
|
2017
Q2 | $34K | Hold |
440
| – | – | 0.03% | 68 |
|
|
2017
Q1 | $34K | Hold |
440
| – | – | 0.03% | 65 |
|
|
2016
Q4 | $34K | Buy |
+440
| New | +$34K | 0.03% | 66 |
|