SG3 Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 365 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$152K | – | 395 |
|
|
2021
Q1 | $152K | Sell |
2,000
-1,000
| -33% | -$76K | ﹤0.01% | 246 |
|
|
2020
Q4 | $226K | Hold |
3,000
| – | – | ﹤0.01% | 193 |
|
|
2020
Q3 | $237K | Buy |
+3,000
| New | +$237K | 0.01% | 157 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 149 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 120 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 82 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 83 |
|