Banyan Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $501K | Buy |
7,246
+692
| +11% | +$47.8K | 0.04% | 305 |
|
|
2014
Q2 | $469K | Buy |
6,554
+158
| +2% | +$11.3K | 0.04% | 312 |
|
|
2014
Q1 | $454K | Sell |
6,396
-583
| -8% | -$41.4K | 0.04% | 306 |
|
|
2013
Q4 | $451K | Buy |
6,979
+692
| +11% | +$44.7K | 0.03% | 323 |
|
|
2013
Q3 | $392K | Buy |
6,287
+1,637
| +35% | +$102K | 0.03% | 236 |
|
|
2013
Q2 | $264K | Buy |
+4,650
| New | +$264K | 0.05% | 159 |
|