CPIA
Cornell Pochily Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,551
| Closed | -$205K | – | 174 |
|
|
2024
Q3 | $205K | Buy |
+3,551
| New | +$205K | 0.07% | 173 |
|
|
2024
Q2 | – | Sell |
-10,376
| Closed | -$510K | – | 171 |
|
|
2024
Q1 | $510K | Sell |
10,376
-2,452
| -19% | -$121K | 0.2% | 105 |
|
|
2023
Q4 | $603K | Sell |
12,828
-1,135
| -8% | -$53.3K | 0.25% | 102 |
|
|
2023
Q3 | $624K | Sell |
13,963
-1,169
| -8% | -$52.2K | 0.27% | 95 |
|
|
2023
Q2 | $784K | Sell |
15,132
-9,619
| -39% | -$498K | 0.32% | 86 |
|
|
2023
Q1 | $1.38M | Sell |
24,751
-60
| -0.2% | -$3.36K | 0.59% | 53 |
|
|
2022
Q4 | $1.52M | Sell |
24,811
-4,875
| -16% | -$299K | 0.68% | 38 |
|
|
2022
Q3 | $2.05M | Buy |
29,686
+85
| +0.3% | +$5.88K | 0.9% | 26 |
|
|
2022
Q2 | $2.36M | Sell |
29,601
-156
| -0.5% | -$12.4K | 1.05% | 23 |
|
|
2022
Q1 | $2.53M | Sell |
29,757
-664
| -2% | -$56.4K | 0.98% | 27 |
|
|
2021
Q4 | $2.39M | Sell |
30,421
-1,734
| -5% | -$136K | 0.93% | 33 |
|
|
2021
Q3 | $2.35M | Sell |
32,155
-451
| -1% | -$32.9K | 1.02% | 30 |
|
|
2021
Q2 | $2.4M | Buy |
32,606
+373
| +1% | +$27.4K | 1.05% | 27 |
|
|
2021
Q1 | $2.45M | Sell |
32,233
-1,421
| -4% | -$108K | 1.17% | 25 |
|
|
2020
Q4 | $2.53M | Buy |
33,654
+940
| +3% | +$70.7K | 1.22% | 21 |
|
|
2020
Q3 | $2.58M | Sell |
32,714
-693
| -2% | -$54.7K | 1.48% | 15 |
|
|
2020
Q2 | $2.71M | Buy |
33,407
+2,069
| +7% | +$168K | 1.68% | 13 |
|
|
2020
Q1 | $2.26M | Sell |
31,338
-382
| -1% | -$27.6K | 1.68% | 15 |
|
|
2019
Q4 | $2.63M | Buy |
31,720
+189
| +0.6% | +$15.7K | 1.57% | 16 |
|
|
2019
Q3 | $2.56M | Sell |
31,531
-926
| -3% | -$75K | 1.63% | 16 |
|
|
2019
Q2 | $2.51K | Buy |
32,457
+2,868
| +10% | +$222 | 0.63% | 19 |
|
|
2019
Q1 | $2.27M | Buy |
29,589
+2,327
| +9% | +$178K | 1.55% | 15 |
|
|
2018
Q4 | $1.95M | Buy |
27,262
+2,175
| +9% | +$155K | 1.26% | 17 |
|
|
2018
Q3 | $1.76M | Buy |
25,087
+161
| +0.6% | +$11.3K | 1.19% | 24 |
|
|
2018
Q2 | $1.7M | Buy |
24,926
+1,345
| +6% | +$91.7K | 1.17% | 23 |
|
|
2018
Q1 | $1.59M | Buy |
23,581
+536
| +2% | +$36.1K | 1.13% | 23 |
|
|
2017
Q4 | $1.87M | Buy |
+23,045
| New | +$1.87M | 1.21% | 21 |
|