HEIP
Hudson Edge Investment Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,400
| Closed | -$235K | – | 138 |
|
|
2022
Q3 | $235K | Hold |
3,400
| – | – | 0.09% | 143 |
|
|
2022
Q2 | $271K | Hold |
3,400
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $289K | Sell |
3,400
-951
| -22% | -$80.8K | 0.09% | 136 |
|
|
2021
Q4 | $342K | Sell |
4,351
-61,495
| -93% | -$4.83M | 0.11% | 129 |
|
|
2021
Q3 | $4.81M | Sell |
65,846
-1,490
| -2% | -$109K | 1.58% | 19 |
|
|
2021
Q2 | $4.95M | Buy |
67,336
+11,175
| +20% | +$822K | 1.58% | 21 |
|
|
2021
Q1 | $4.27M | Buy |
56,161
+432
| +0.8% | +$32.8K | 1.41% | 40 |
|
|
2020
Q4 | $4.19M | Buy |
55,729
+11,417
| +26% | +$859K | 1.49% | 32 |
|
|
2020
Q3 | $3.5M | Sell |
44,312
-20,087
| -31% | -$1.59M | 1.4% | 33 |
|
|
2020
Q2 | $5.23M | Buy |
+64,399
| New | +$5.23M | 1.69% | 32 |
|