Santori & Peters Inc’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,806
| Closed | -$299K | – | 57 |
|
|
2021
Q4 | $299K | Buy |
3,806
+29
| +0.8% | +$2.28K | 0.16% | 40 |
|
|
2021
Q3 | $275K | Buy |
3,777
+31
| +0.8% | +$2.26K | 0.16% | 41 |
|
|
2021
Q2 | $275K | Buy |
3,746
+29
| +0.8% | +$2.13K | 0.16% | 45 |
|
|
2021
Q1 | $282K | Sell |
3,717
-7,870
| -68% | -$597K | 0.17% | 46 |
|
|
2020
Q4 | $848K | Buy |
11,587
+33
| +0.3% | +$2.42K | 0.48% | 25 |
|
|
2020
Q3 | $912K | Buy |
11,554
+7,613
| +193% | +$601K | 0.6% | 20 |
|
|
2020
Q2 | $319K | Sell |
3,941
-7,514
| -66% | -$608K | 0.25% | 39 |
|
|
2020
Q1 | $826K | Buy |
11,455
+1,633
| +17% | +$118K | 0.72% | 16 |
|
|
2019
Q4 | $813K | Buy |
9,822
+41
| +0.4% | +$3.39K | 0.53% | 25 |
|
|
2019
Q3 | $792K | Buy |
9,781
+42
| +0.4% | +$3.4K | 0.57% | 22 |
|
|
2019
Q2 | $753K | Buy |
+9,739
| New | +$753K | 0.55% | 22 |
|
|
2019
Q1 | – | Sell |
-9,653
| Closed | -$689K | – | 60 |
|
|
2018
Q4 | $689K | Buy |
+9,653
| New | +$689K | 0.61% | 19 |
|