Bourgeon Capital Management’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 | – | Sell |
-215
| Closed | -$16K | – | 280 |
|
|
2021
Q2 | $16K | Hold |
215
| – | – | ﹤0.01% | 209 |
|
|
2021
Q1 | $16K | Hold |
215
| – | – | ﹤0.01% | 207 |
|
|
2020
Q4 | $16K | Hold |
215
| – | – | ﹤0.01% | 196 |
|
|
2020
Q3 | $17K | Hold |
215
| – | – | 0.01% | 191 |
|
|
2020
Q2 | $17K | Hold |
215
| – | – | 0.01% | 171 |
|
|
2020
Q1 | $16K | Hold |
215
| – | – | 0.01% | 162 |
|
|
2019
Q4 | $18K | Hold |
215
| – | – | 0.01% | 155 |
|
|
2019
Q3 | $17K | Buy |
+215
| New | +$17K | 0.01% | 157 |
|