Vontobel Holding’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,969
| Closed | -$429K | – | 1104 |
|
|
2024
Q4 | $429K | Buy |
7,969
+1,235
| +18% | +$66.5K | ﹤0.01% | 835 |
|
|
2024
Q3 | $389K | Buy |
+6,734
| New | +$389K | ﹤0.01% | 852 |
|
|
2021
Q4 | – | Sell |
-7,357
| Closed | -$537K | – | 1082 |
|
|
2021
Q3 | $537K | Hold |
7,357
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $541K | Sell |
7,357
-601
| -8% | -$44.2K | ﹤0.01% | 736 |
|
|
2021
Q1 | $604K | Buy |
7,958
+949
| +14% | +$72K | ﹤0.01% | 627 |
|
|
2020
Q4 | $518K | Buy |
+7,009
| New | +$518K | ﹤0.01% | 602 |
|