SJIA
St. James Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $849K | Buy |
13,849
+866
| +7% | +$53.1K | 1.56% | 27 |
|
|
2022
Q3 | $897K | Sell |
12,983
-1,299
| -9% | -$89.7K | 1.96% | 15 |
|
|
2022
Q2 | $1.14M | Sell |
14,282
-37,877
| -73% | -$3.02M | 2.3% | 15 |
|
|
2022
Q1 | $4.43M | Buy |
52,159
+6,086
| +13% | +$517K | 3.55% | 4 |
|
|
2021
Q4 | $3.62M | Buy |
+46,073
| New | +$3.62M | 2.67% | 9 |
|