Kavar Capital Partners Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,580
| Closed | -$844K | – | 145 |
|
|
2022
Q2 | $844K | Buy |
+10,580
| New | +$844K | 0.2% | 90 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$1K | – | 205 |
|
|
2019
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 480 |
|
|
2016
Q1 | – | Sell |
-1,200
| Closed | -$81K | – | 156 |
|
|
2015
Q4 | $81K | Sell |
1,200
-40
| -3% | -$2.7K | 0.05% | 142 |
|
|
2015
Q3 | $87K | Buy |
1,240
+40
| +3% | +$2.81K | 0.06% | 137 |
|
|
2015
Q2 | $80K | Buy |
+1,200
| New | +$80K | 0.05% | 155 |
|
|
2014
Q2 | – | Sell |
-1,200
| Closed | -$85K | – | 195 |
|
|
2014
Q1 | $85K | Hold |
1,200
| – | – | 0.07% | 166 |
|
|
2013
Q4 | $77K | Buy |
+1,200
| New | +$77K | 0.07% | 164 |
|