Wright Investors Service’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,115
| Closed | -$454K | – | 150 |
|
|
2023
Q1 | $454K | Buy |
+8,115
| New | +$454K | 0.13% | 131 |
|
|
2020
Q3 | – | Sell |
-5,395
| Closed | -$438K | – | 155 |
|
|
2020
Q2 | $438K | Sell |
5,395
-1,962
| -27% | -$159K | 0.17% | 118 |
|
|
2020
Q1 | $531K | Sell |
7,357
-70
| -0.9% | -$5.05K | 0.23% | 95 |
|
|
2019
Q4 | $615K | Sell |
7,427
-74
| -1% | -$6.13K | 0.21% | 104 |
|
|
2019
Q3 | $608K | Sell |
7,501
-44
| -0.6% | -$3.57K | 0.22% | 105 |
|
|
2019
Q2 | $584K | Sell |
7,545
-24
| -0.3% | -$1.86K | 0.22% | 99 |
|
|
2019
Q1 | $580K | Sell |
7,569
-1,096
| -13% | -$84K | 0.23% | 96 |
|
|
2018
Q4 | $619K | Buy |
8,665
+4,307
| +99% | +$308K | 0.27% | 92 |
|
|
2018
Q3 | $306K | Buy |
+4,358
| New | +$306K | 0.11% | 129 |
|