SRH Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-134
| Closed | -$11K | – | 302 |
|
|
2020
Q3 | $11K | Hold |
134
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $11K | Sell |
134
-267
| -67% | -$21.9K | 0.03% | 160 |
|
|
2020
Q1 | $29K | Hold |
401
| – | – | 0.08% | 96 |
|
|
2019
Q4 | $33K | Hold |
401
| – | – | 0.11% | 100 |
|
|
2019
Q3 | $33K | Hold |
401
| – | – | 0.11% | 100 |
|
|
2019
Q2 | $31K | Hold |
401
| – | – | 0.11% | 102 |
|
|
2019
Q1 | $31K | Buy |
+401
| New | +$31K | 0.11% | 97 |
|