Pathstone Family Office’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 | $13.6M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $14.4M | Sell |
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|
2022
Q4 | $31.4M | Sell |
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|
2022
Q3 | $36.2M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14K | Sell |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $356K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $244K | Sell |
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|
2017
Q1 | $249K | Buy |
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|
2016
Q4 | $243K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $16K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10K | Buy |
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