Holt Capital Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,430
Closed -$343K 145
2019
Q2
$343K Hold
4,430
0.1% 115
2019
Q1
$340K Hold
4,430
0.1% 114
2018
Q4
$317K Buy
+4,430
New +$317K 0.1% 111