Kaizen Advisory’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$127K Buy
1,782
+308
+21% +$22.5K 0.09% 194
2018
Q3
$104K Hold
1,474
0.05% 224
2018
Q2
$100K Buy
1,474
+851
+137% +$55.4K 0.05% 228
2018
Q1
$42K Hold
623
0.04% 218
2017
Q4
$51K Buy
+623
New +$50.5K 0.03% 192

Other funds holding D

Kaizen Advisory's D Position: Q4 2018 in Review

Kaizen Advisory increased its Dominion Energy (D) stake by 21% in Q4 2018, buying an estimated $22.5K and bringing the position to 1,782 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #194.

Kaizen Advisory first reported a position in D in Q4 2017 and has held it in 5 quarters since. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

  • Kaizen Advisory held 1,782 shares of Dominion Energy worth $127K as of Q4 2018.
  • Kaizen Advisory bought 308 Dominion Energy shares in Q4 2018, an estimated $22.5K.
  • Dominion Energy made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #194 holding.
  • Kaizen Advisory first reported a position in Dominion Energy in Q4 2017 and has held it in 5 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.