Court Place Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $380K | Sell |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $389K | Buy |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $227K | Buy |
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|
2016
Q4 | $221K | Buy |
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|
2016
Q3 | $209K | Sell |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $200K | Buy |
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