DC Investments Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,381
| Closed | -$274K | – | 125 |
|
|
2020
Q2 | $274K | Sell |
3,381
-2,923
| -46% | -$237K | 0.1% | 250 |
|
|
2020
Q1 | $455K | Buy |
6,304
+221
| +4% | +$16K | 0.37% | 90 |
|
|
2019
Q4 | $504K | Buy |
6,083
+400
| +7% | +$33.1K | 0.39% | 113 |
|
|
2019
Q3 | $461K | Hold |
5,683
| – | – | 0.27% | 157 |
|
|
2019
Q2 | $439K | Sell |
5,683
-957
| -14% | -$73.9K | 0.25% | 177 |
|
|
2019
Q1 | $509K | Hold |
6,640
| – | – | 0.32% | 147 |
|
|
2018
Q4 | $474K | Buy |
6,640
+718
| +12% | +$51.3K | 0.39% | 137 |
|
|
2018
Q3 | $416K | Sell |
5,922
-1,974
| -25% | -$139K | 0.28% | 206 |
|
|
2018
Q2 | $538K | Buy |
+7,896
| New | +$538K | 0.34% | 146 |
|