Lederer & Associates Investment Counsel’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $1.62M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $1.61M | Buy |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.46M | Buy |
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|
2016
Q4 | $1.43M | Buy |
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