Contravisory Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,832
| Closed | -$451K | – | 283 |
|
|
2019
Q2 | $451K | Buy |
5,832
+6
| +0.1% | +$464 | 0.17% | 63 |
|
|
2019
Q1 | $447K | Buy |
+5,826
| New | +$447K | 0.17% | 66 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 304 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 273 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 358 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 356 |
|
|
2016
Q3 | – | Sell |
-29
| Closed | -$2K | – | 293 |
|
|
2016
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 163 |
|
|
2016
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 152 |
|
|
2014
Q2 | – | Sell |
-290
| Closed | -$21K | – | 157 |
|
|
2014
Q1 | $21K | Buy |
+290
| New | +$21K | ﹤0.01% | 105 |
|