Perennial Advisors’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
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $96K | Hold |
|
|||||
|
2021
Q1 | $99K | Sell |
|
|||||
|
2020
Q4 | $125K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $138K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $200K | Sell |
|
|||||
|
2018
Q4 | $201K | Hold |
|
|||||
|
2018
Q3 | $198K | Sell |
|
|||||
|
2018
Q2 | $196K | Hold |
|
|||||
|
2018
Q1 | $194K | Sell |
|
|||||
|
2017
Q4 | $277K | Hold |
|
|||||
|
2017
Q3 | $263K | Hold |
|
|||||
|
2017
Q2 | $262K | Sell |
|
|||||
|
2017
Q1 | $272K | Hold |
|
|||||
|
2016
Q4 | $268K | Buy |
|