Monarch 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
Q4 | – | Sell |
-3,254
| Closed | -$225K | – | 110 |
|
|
2022
Q3 | $225K | Sell |
3,254
-100
| -3% | -$6.92K | 0.07% | 108 |
|
|
2022
Q2 | $268K | Hold |
3,354
| – | – | 0.08% | 106 |
|
|
2022
Q1 | $285K | Hold |
3,354
| – | – | 0.08% | 107 |
|
|
2021
Q4 | $263K | Hold |
3,354
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $245K | Buy |
+3,354
| New | +$245K | 0.07% | 110 |
|
|
2020
Q1 | – | Sell |
-2,516
| Closed | -$208K | – | 93 |
|
|
2019
Q4 | $208K | Hold |
2,516
| – | – | 0.07% | 101 |
|
|
2019
Q3 | $204K | Buy |
+2,516
| New | +$204K | 0.07% | 96 |
|