Roberts, Glore & Co’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 |
-3,053
| Closed | -$211K | – | 196 |
|
|
2022
Q3 | $211K | Hold |
3,053
| – | – | 0.08% | 177 |
|
|
2022
Q2 | $244K | Sell |
3,053
-100
| -3% | -$7.99K | 0.08% | 164 |
|
|
2022
Q1 | $268K | Sell |
3,153
-150
| -5% | -$12.8K | 0.08% | 172 |
|
|
2021
Q4 | $259K | Hold |
3,303
| – | – | 0.07% | 172 |
|
|
2021
Q3 | $241K | Buy |
+3,303
| New | +$241K | 0.07% | 172 |
|