Kore Private Wealth’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
Q3 | $292K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $414K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $107K | Buy |
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