Capital Planning Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,652
| Closed | -$206K | – | 134 |
|
|
2017
Q1 | $206K | Hold |
2,652
| – | – | 0.1% | 129 |
|
|
2016
Q4 | $203K | Buy |
+2,652
| New | +$203K | 0.11% | 95 |
|
|
2016
Q3 | – | Sell |
-2,832
| Closed | -$221K | – | 97 |
|
|
2016
Q2 | $221K | Hold |
2,832
| – | – | 0.12% | 91 |
|
|
2016
Q1 | $213K | Buy |
+2,832
| New | +$213K | 0.1% | 94 |
|