Beacon Capital Management Inc (Ohio)’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 | – | Sell |
-12
| Closed | -$1K | – | 85 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 66 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$4K | – | 116 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 119 |
|
|
2016
Q1 | $4K | Sell |
50
-500
| -91% | -$40K | ﹤0.01% | 143 |
|
|
2015
Q4 | $37K | Hold |
550
| – | – | ﹤0.01% | 84 |
|
|
2015
Q3 | $39K | Hold |
550
| – | – | ﹤0.01% | 84 |
|
|
2015
Q2 | $37K | Hold |
550
| – | – | ﹤0.01% | 91 |
|
|
2015
Q1 | $39K | Sell |
550
-400
| -42% | -$28.4K | ﹤0.01% | 90 |
|
|
2014
Q4 | $73K | Hold |
950
| – | – | 0.01% | 71 |
|
|
2014
Q3 | $66K | Hold |
950
| – | – | 0.01% | 77 |
|
|
2014
Q2 | $68K | Hold |
950
| – | – | 0.01% | 81 |
|
|
2014
Q1 | $67K | Hold |
950
| – | – | 0.02% | 79 |
|
|
2013
Q4 | $61K | Buy |
+950
| New | +$61K | 0.02% | 79 |
|