Anchor Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-40,870
| Closed | -$3.14M | – | 301 |
|
|
2014
Q4 | $3.14M | Sell |
40,870
-3,980
| -9% | -$306K | 0.06% | 140 |
|
|
2014
Q3 | $3.1M | Sell |
44,850
-13,565
| -23% | -$937K | 0.06% | 138 |
|
|
2014
Q2 | $4.18M | Buy |
58,415
+2,800
| +5% | +$200K | 0.08% | 130 |
|
|
2014
Q1 | $3.95M | Sell |
55,615
-1,990
| -3% | -$141K | 0.08% | 137 |
|
|
2013
Q4 | $3.73M | Sell |
57,605
-1,990
| -3% | -$129K | 0.07% | 138 |
|
|
2013
Q3 | $3.72M | Buy |
59,595
+70
| +0.1% | +$4.37K | 0.08% | 129 |
|
|
2013
Q2 | $3.38M | Buy |
+59,525
| New | +$3.38M | 0.07% | 131 |
|