Kings Point Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $36K | Buy |
423
+2
| +0.5% | +$170 | ﹤0.01% | 376 |
|
|
2021
Q4 | $33K | Buy |
421
+73
| +21% | +$5.72K | ﹤0.01% | 439 |
|
|
2021
Q3 | $25K | Buy |
348
+1
| +0.3% | +$72 | ﹤0.01% | 446 |
|
|
2021
Q2 | $26K | Buy |
347
+147
| +74% | +$11K | ﹤0.01% | 416 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2019
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $16K | Sell |
200
-900
| -82% | -$72K | ﹤0.01% | 413 |
|
|
2019
Q2 | $85K | Buy |
+1,100
| New | +$85K | 0.02% | 207 |
|
|
2017
Q4 | – | Sell |
-139
| Closed | -$11K | – | 379 |
|
|
2017
Q3 | $11K | Buy |
+139
| New | +$11K | ﹤0.01% | 351 |
|