Berman Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $167K | Sell |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $184K | Sell |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $160K | Buy |
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|
2019
Q3 | $157K | Sell |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $81K | Buy |
|