Crescent Grove Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,030
| Closed | -$209K | – | 279 |
|
|
2022
Q3 | $209K | Hold |
3,030
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $242K | Sell |
3,030
-354
| -10% | -$28.3K | 0.03% | 233 |
|
|
2022
Q1 | $288K | Buy |
3,384
+267
| +9% | +$22.7K | 0.03% | 236 |
|
|
2021
Q4 | $245K | Buy |
3,117
+87
| +3% | +$6.84K | 0.02% | 261 |
|
|
2021
Q3 | $221K | Buy |
+3,030
| New | +$221K | 0.02% | 241 |
|