Intersect Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $228K | Buy |
2,858
+52
| +2% | +$4.15K | 0.07% | 294 |
|
|
2022
Q1 | $238K | Buy |
2,806
+24
| +0.9% | +$2.04K | 0.05% | 373 |
|
|
2021
Q4 | $219K | Sell |
2,782
-120
| -4% | -$9.45K | 0.04% | 391 |
|
|
2021
Q3 | $212K | Sell |
2,902
-59
| -2% | -$4.31K | 0.04% | 362 |
|
|
2021
Q2 | $218K | Buy |
2,961
+84
| +3% | +$6.18K | 0.04% | 330 |
|
|
2021
Q1 | $219K | Buy |
+2,877
| New | +$219K | 0.04% | 301 |
|
|
2020
Q4 | – | Sell |
-2,779
| Closed | -$219K | – | 292 |
|
|
2020
Q3 | $219K | Sell |
2,779
-134
| -5% | -$10.6K | 0.06% | 213 |
|
|
2020
Q2 | $236K | Buy |
+2,913
| New | +$236K | 0.08% | 162 |
|
|
2015
Q2 | – | Sell |
-899
| Closed | -$64K | – | 167 |
|
|
2015
Q1 | $64K | Hold |
899
| – | – | 0.05% | 162 |
|
|
2014
Q4 | $69K | Buy |
+899
| New | +$69K | 0.06% | 154 |
|