Miramar Capital’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 |
-8,941
| Closed | -$714K | – | 91 |
|
2022
Q2 | $714K | Buy |
8,941
+256
| +3% | +$20.4K | 0.2% | 53 |
|
2022
Q1 | $738K | Buy |
8,685
+5,700
| +191% | +$484K | 0.2% | 59 |
|
2021
Q4 | $235K | Buy |
+2,985
| New | +$235K | 0.08% | 53 |
|
2020
Q1 | – | Sell |
-2,610
| Closed | -$221K | – | 45 |
|
2019
Q4 | $221K | Sell |
2,610
-400
| -13% | -$33.9K | 0.14% | 49 |
|
2019
Q3 | $248K | Hold |
3,010
| – | – | 0.17% | 46 |
|
2019
Q2 | $225K | Sell |
3,010
-460
| -13% | -$34.4K | 0.16% | 54 |
|
2019
Q1 | $266K | Sell |
3,470
-400
| -10% | -$30.7K | 0.2% | 49 |
|
2018
Q4 | $283K | Buy |
+3,870
| New | +$283K | 0.22% | 49 |
|