Patriot Investment Management Group’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 |
-3,156
| Closed | -$218K | – | 408 |
|
|
2022
Q3 | $218K | Sell |
3,156
-176
| -5% | -$12.2K | 0.02% | 225 |
|
|
2022
Q2 | $265K | Buy |
3,332
+716
| +27% | +$56.9K | 0.03% | 215 |
|
|
2022
Q1 | $222K | Buy |
+2,616
| New | +$222K | 0.02% | 236 |
|
|
2020
Q3 | – | Sell |
-1,650
| Closed | -$134K | – | 286 |
|
|
2020
Q2 | $134K | Buy |
+1,650
| New | +$134K | 0.02% | 240 |
|