Berman Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $264K | Buy |
3,620
+882
| +32% | +$64.3K | 0.04% | 221 |
|
|
2021
Q2 | $201K | Buy |
2,738
+315
| +13% | +$23.1K | 0.03% | 234 |
|
|
2021
Q1 | $183K | Buy |
2,423
+178
| +8% | +$13.4K | 0.04% | 199 |
|
|
2020
Q4 | $167K | Sell |
2,245
-12
| -0.5% | -$893 | 0.04% | 189 |
|
|
2020
Q3 | $177K | Sell |
2,257
-19
| -0.8% | -$1.49K | 0.05% | 158 |
|
|
2020
Q2 | $184K | Sell |
2,276
-200
| -8% | -$16.2K | 0.05% | 153 |
|
|
2020
Q1 | $177K | Buy |
2,476
+528
| +27% | +$37.7K | 0.06% | 136 |
|
|
2019
Q4 | $160K | Buy |
1,948
+3
| +0.2% | +$246 | 0.05% | 162 |
|
|
2019
Q3 | $157K | Sell |
1,945
-20
| -1% | -$1.61K | 0.05% | 156 |
|
|
2019
Q2 | $151K | Buy |
1,965
+173
| +10% | +$13.3K | 0.05% | 158 |
|
|
2019
Q1 | $136K | Buy |
1,792
+640
| +56% | +$48.6K | 0.05% | 160 |
|
|
2018
Q4 | $81K | Buy |
+1,152
| New | +$81K | 0.03% | 199 |
|