Stanley-Laman Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,841
| Closed | -$227K | – | 247 |
|
2022
Q2 | $227K | Buy |
+2,841
| New | +$227K | 0.04% | 230 |
|
2020
Q1 | – | Sell |
-3,322
| Closed | -$275K | – | 261 |
|
2019
Q4 | $275K | Buy |
+3,322
| New | +$275K | 0.06% | 232 |
|
2017
Q2 | – | Sell |
-19,667
| Closed | -$1.53M | – | 206 |
|
2017
Q1 | $1.53M | Buy |
19,667
+814
| +4% | +$63.2K | 0.41% | 79 |
|
2016
Q4 | $1.44M | Buy |
18,853
+4,483
| +31% | +$343K | 0.45% | 79 |
|
2016
Q3 | $1.07M | Buy |
14,370
+193
| +1% | +$14.3K | 0.44% | 70 |
|
2016
Q2 | $1.11M | Buy |
14,177
+10,177
| +254% | +$793K | 0.43% | 69 |
|
2016
Q1 | $300K | Sell |
4,000
-458
| -10% | -$34.4K | 0.06% | 209 |
|
2015
Q4 | $302K | Buy |
4,458
+458
| +11% | +$31K | 0.05% | 268 |
|
2015
Q3 | $282K | Hold |
4,000
| – | – | 0.06% | 255 |
|
2015
Q2 | $267K | Hold |
4,000
| – | – | 0.05% | 253 |
|
2015
Q1 | $283K | Hold |
4,000
| – | – | 0.05% | 254 |
|
2014
Q4 | $308K | Hold |
4,000
| – | – | 0.06% | 260 |
|
2014
Q3 | $276K | Hold |
4,000
| – | – | 0.05% | 252 |
|
2014
Q2 | $286K | Hold |
4,000
| – | – | 0.05% | 250 |
|
2014
Q1 | $284K | Buy |
+4,000
| New | +$284K | 0.05% | 264 |
|