Advisor Group’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-910
| Closed | -$46K | – | 5517 |
|
|
2019
Q2 | $46K | Hold |
910
| – | – | ﹤0.01% | 3430 |
|
|
2019
Q1 | $45K | Sell |
910
-25
| -3% | -$1.24K | ﹤0.01% | 3469 |
|
|
2018
Q4 | $45K | Hold |
935
| – | – | ﹤0.01% | 3255 |
|
|
2018
Q3 | $44K | Hold |
935
| – | – | ﹤0.01% | 3392 |
|
|
2018
Q2 | $43K | Sell |
935
-825
| -47% | -$37.9K | ﹤0.01% | 3222 |
|
|
2018
Q1 | $82K | Buy |
1,760
+200
| +13% | +$9.32K | ﹤0.01% | 2718 |
|
|
2017
Q4 | $81K | Hold |
1,560
| – | – | ﹤0.01% | 2736 |
|
|
2017
Q3 | $79K | Buy |
1,560
+1,150
| +280% | +$58.2K | ﹤0.01% | 2611 |
|
|
2017
Q2 | $21K | Buy |
410
+100
| +32% | +$5.12K | ﹤0.01% | 3485 |
|
|
2017
Q1 | $16K | Buy |
+310
| New | +$16K | ﹤0.01% | 3520 |
|