Regent Investment 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 |
-2,602
| Closed | -$215K | – | 187 |
|
|
2019
Q4 | $215K | Hold |
2,602
| – | – | 0.07% | 196 |
|
|
2019
Q3 | $211K | Sell |
2,602
-100
| -4% | -$8.11K | 0.07% | 193 |
|
|
2019
Q2 | $209K | Hold |
2,702
| – | – | 0.07% | 194 |
|
|
2019
Q1 | $207K | Buy |
+2,702
| New | +$207K | 0.07% | 193 |
|
|
2018
Q1 | – | Sell |
-2,696
| Closed | -$219K | – | 206 |
|
|
2017
Q4 | $219K | Hold |
2,696
| – | – | 0.07% | 194 |
|
|
2017
Q3 | $207K | Hold |
2,696
| – | – | 0.07% | 198 |
|
|
2017
Q2 | $207K | Hold |
2,696
| – | – | 0.07% | 197 |
|
|
2017
Q1 | $209K | Buy |
+2,696
| New | +$209K | 0.08% | 193 |
|