Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-207
| Closed | -$17K | – | 309 |
|
|
2022
Q2 | $17K | Hold |
207
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $17K | Hold |
207
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $15K | Hold |
207
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $15K | Hold |
207
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $15K | Hold |
207
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $15K | Hold |
207
| – | – | ﹤0.01% | 472 |
|
|
2020
Q4 | $17K | Buy |
+207
| New | +$17K | ﹤0.01% | 437 |
|