Tevis Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,230
| Closed | -$1.12M | – | 91 |
|
|
2022
Q4 | $1.12M | Sell |
18,230
-60
| -0.3% | -$3.68K | 1.19% | 36 |
|
|
2022
Q3 | $1.26M | Buy |
18,290
+296
| +2% | +$20.5K | 1.23% | 26 |
|
|
2022
Q2 | $1.44M | Buy |
17,994
+835
| +5% | +$66.8K | 1.38% | 19 |
|
|
2022
Q1 | $1.46M | Buy |
17,159
+122
| +0.7% | +$10.3K | 1.32% | 18 |
|
|
2021
Q4 | $1.34M | Buy |
+17,037
| New | +$1.34M | 1.16% | 17 |
|