CYG
Clean Yield Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-137
| Closed | -$8.4K | – | 438 |
|
|
2022
Q4 | $8.4K | Buy |
+137
| New | +$8.4K | ﹤0.01% | 351 |
|
|
2019
Q2 | – | Sell |
-564
| Closed | -$43K | – | 341 |
|
|
2019
Q1 | $43K | Hold |
564
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $40K | Buy |
+564
| New | +$40K | 0.02% | 198 |
|
|
2017
Q2 | – | Sell |
-1,513
| Closed | -$117K | – | 169 |
|
|
2017
Q1 | $117K | Buy |
+1,513
| New | +$117K | 0.05% | 146 |
|
|
2016
Q4 | – | Sell |
-2,338
| Closed | -$174K | – | 167 |
|
|
2016
Q3 | $174K | Hold |
2,338
| – | – | 0.08% | 129 |
|
|
2016
Q2 | $182K | Hold |
2,338
| – | – | 0.08% | 125 |
|
|
2016
Q1 | $170K | Sell |
2,338
-825
| -26% | -$60K | 0.08% | 129 |
|
|
2015
Q4 | $221K | Hold |
3,163
| – | – | 0.11% | 118 |
|
|
2015
Q3 | $226K | Hold |
3,163
| – | – | 0.11% | 118 |
|
|
2015
Q2 | $212K | Hold |
3,163
| – | – | 0.1% | 123 |
|
|
2015
Q1 | $224K | Hold |
3,163
| – | – | 0.1% | 118 |
|
|
2014
Q4 | $243K | Hold |
3,163
| – | – | 0.11% | 112 |
|
|
2014
Q3 | $219K | Hold |
3,163
| – | – | 0.11% | 115 |
|
|
2014
Q2 | $226K | Buy |
+3,163
| New | +$226K | 0.11% | 118 |
|