Column 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $179K | Hold |
4,000
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $207K | Hold |
4,000
| – | – | 0.03% | 137 |
|
|
2023
Q1 | $224K | Buy |
+4,000
| New | +$224K | 0.03% | 132 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$2K | – | 738 |
|
|
2021
Q4 | $2K | Buy |
24
+11
| +85% | +$917 | ﹤0.01% | 650 |
|
|
2021
Q3 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 666 |
|
|
2021
Q2 | $1K | Sell |
14
-42
| -75% | -$3K | ﹤0.01% | 662 |
|
|
2021
Q1 | $4K | Sell |
56
-26
| -32% | -$1.86K | ﹤0.01% | 545 |
|
|
2020
Q4 | $6K | Hold |
82
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $6K | Hold |
82
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 542 |
|
|
2020
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $6K | Buy |
+82
| New | +$6K | ﹤0.01% | 505 |
|