Advisor Group’s Dominion Energy, Inc. DCUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$67K | – | 5163 |
|
|
2017
Q2 | $67K | Buy |
1,400
+600
| +75% | +$30.2K | ﹤0.01% | 2621 |
|
|
2017
Q1 | $40K | Buy |
800
+300
| +60% | +$15.1K | ﹤0.01% | 2898 |
|
|
2016
Q4 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 3104 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$25K | – | 4856 |
|
|
2016
Q2 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 2940 |
|