Roosevelt Investment Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $654K | Hold |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $651K | Hold |
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|
2020
Q3 | $684K | Buy |
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|
2020
Q2 | $274K | Hold |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $349K | Buy |
|