Monte Financial Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$372K Sell
2020
Q4
$380K Sell
2020
Q3
$416K Sell
2020
Q2
$811K Sell
2020
Q1
$1.86M Sell
2019
Q4
$3.36M Buy
2019
Q3
$3.26M Sell
2019
Q2
$3.23M Buy
2019
Q1
$3.11M Buy
2018
Q4
$2.68M Buy
2018
Q3
$2.58M Sell
2018
Q2
$2.6M Buy
2018
Q1
$1.96M Buy
2017
Q4
$1.94M Buy