Dowling & Yahnke’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
Q3 | $417K | Sell |
|
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|
2022
Q2 | $490K | Buy |
|
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|
2022
Q1 | $503K | Buy |
|
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|
2021
Q4 | $442K | Sell |
|
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|
2021
Q3 | $413K | Buy |
|
|||||
|
2021
Q2 | $396K | Hold |
|
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|
2021
Q1 | $409K | Buy |
|
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|
2020
Q4 | $402K | Hold |
|
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|
2020
Q3 | $422K | Sell |
|
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|
2020
Q2 | $448K | Sell |
|
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|
2020
Q1 | $485K | Buy |
|
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|
2019
Q4 | $446K | Sell |
|
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|
2019
Q3 | $441K | Sell |
|
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|
2019
Q2 | $439K | Buy |
|
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|
2019
Q1 | $418K | Sell |
|
|||||
|
2018
Q4 | $418K | Hold |
|
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|
2018
Q3 | $394K | Hold |
|
|||||
|
2018
Q2 | $382K | Hold |
|
|||||
|
2018
Q1 | $378K | Sell |
|
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|
2017
Q4 | $516K | Hold |
|
|||||
|
2017
Q3 | $490K | Sell |
|
|||||
|
2017
Q2 | $490K | Sell |
|
|||||
|
2017
Q1 | $500K | Buy |
|
|||||
|
2016
Q4 | $484K | Buy |
|
|||||
|
2016
Q3 | $463K | Hold |
|
|||||
|
2016
Q2 | $485K | Hold |
|
|||||
|
2016
Q1 | $468K | Sell |
|
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|
2015
Q4 | $460K | Sell |
|
|||||
|
2015
Q3 | $484K | Sell |
|
|||||
|
2015
Q2 | $465K | Buy |
|
|||||
|
2015
Q1 | $470K | Sell |
|
|||||
|
2014
Q4 | $513K | Sell |
|
|||||
|
2014
Q3 | $468K | Sell |
|
|||||
|
2014
Q2 | $490K | Hold |
|
|||||
|
2014
Q1 | $486K | Sell |
|
|||||
|
2013
Q4 | $462K | Hold |
|
|||||
|
2013
Q3 | $446K | Hold |
|
|||||
|
2013
Q2 | $405K | Buy |
|