Raab & Moskowitz Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-637
| Closed | -$52K | – | 210 |
|
|
2019
Q4 | $52K | Buy |
+637
| New | +$52K | 0.02% | 252 |
|
|
2018
Q4 | – | Sell |
-489
| Closed | -$34K | – | 228 |
|
|
2018
Q3 | $34K | Buy |
+489
| New | +$34K | 0.01% | 290 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$19K | – | 167 |
|
|
2014
Q4 | $19K | Sell |
250
-3,050
| -92% | -$232K | 0.01% | 277 |
|
|
2014
Q3 | $228K | Buy |
3,300
+50
| +2% | +$3.46K | 0.11% | 129 |
|
|
2014
Q2 | $232K | Hold |
3,250
| – | – | 0.11% | 138 |
|
|
2014
Q1 | $231K | Hold |
3,250
| – | – | 0.13% | 128 |
|
|
2013
Q4 | $210K | Buy |
+3,250
| New | +$210K | 0.12% | 131 |
|