Harel Insurance Investments & Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,790
| Closed | -$429K | – | 704 |
|
|
2021
Q2 | $429K | Sell |
1,790
-920
| -34% | -$220K | 0.01% | 494 |
|
|
2021
Q1 | $688K | Sell |
2,710
-332
| -11% | -$84.3K | 0.01% | 448 |
|
|
2020
Q4 | $736K | Hold |
3,042
| – | – | 0.02% | 312 |
|
|
2020
Q3 | $240K | Buy |
+3,042
| New | +$240K | 0.01% | 286 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$203K | – | 482 |
|
|
2019
Q3 | $203K | Buy |
+2,500
| New | +$203K | 0.01% | 204 |
|
|
2019
Q1 | – | Sell |
-67
| Closed | -$5K | – | 462 |
|
|
2018
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 428 |
|