Ironwood Investment Counsel’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,254
| Closed | -$224K | – | 209 |
|
|
2022
Q3 | $224K | Buy |
3,254
+150
| +5% | +$10.3K | 0.06% | 166 |
|
|
2022
Q2 | $247K | Hold |
3,104
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $263K | Hold |
3,104
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $243K | Sell |
3,104
-11
| -0.4% | -$861 | 0.06% | 181 |
|
|
2021
Q3 | $227K | Buy |
3,115
+24
| +0.8% | +$1.75K | 0.06% | 184 |
|
|
2021
Q2 | $227K | Sell |
3,091
-174
| -5% | -$12.8K | 0.06% | 184 |
|
|
2021
Q1 | $248K | Buy |
+3,265
| New | +$248K | 0.07% | 168 |
|