Inverness Counsel’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
Q2 | – | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $241K | Sell |
|
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $284K | Sell |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $279K | Sell |
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|
2014
Q4 | $364K | Buy |
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|
2014
Q3 | $272K | Hold |
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|
2014
Q2 | $281K | Hold |
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|
2014
Q1 | $279K | Hold |
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|
2013
Q4 | $254K | Hold |
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|
2013
Q3 | $246K | Hold |
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|
2013
Q2 | $223K | Buy |
|