Allegis Investment Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $620K | Sell |
9,196
-884
| -9% | -$59.6K | 0.19% | 104 |
|
|
2017
Q4 | $817K | Sell |
10,080
-18,074
| -64% | -$1.46M | 0.24% | 106 |
|
|
2017
Q3 | $2.17M | Buy |
28,154
+870
| +3% | +$66.9K | 0.51% | 56 |
|
|
2017
Q2 | $2.09M | Buy |
27,284
+961
| +4% | +$73.6K | 0.53% | 56 |
|
|
2017
Q1 | $2.04M | Buy |
26,323
+2,601
| +11% | +$202K | 0.54% | 48 |
|
|
2016
Q4 | $1.82M | Buy |
23,722
+3,844
| +19% | +$294K | 0.57% | 49 |
|
|
2016
Q3 | $1.48M | Buy |
19,878
+3,305
| +20% | +$245K | 0.57% | 59 |
|
|
2016
Q2 | $1.27M | Buy |
16,573
+3,042
| +22% | +$232K | 0.64% | 54 |
|
|
2016
Q1 | $1.02M | Buy |
13,531
+2,792
| +26% | +$210K | 0.58% | 64 |
|
|
2015
Q4 | $726K | Buy |
+10,739
| New | +$726K | 0.41% | 74 |
|