Capstone Financial 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
Q3 | – | Sell |
-4,103
| Closed | -$274K | – | 77 |
|
|
2015
Q2 | $274K | Hold |
4,103
| – | – | 0.11% | 62 |
|
|
2015
Q1 | $291K | Hold |
4,103
| – | – | 0.11% | 57 |
|
|
2014
Q4 | $316K | Buy |
4,103
+200
| +5% | +$15.4K | 0.1% | 53 |
|
|
2014
Q3 | $270K | Hold |
3,903
| – | – | 0.16% | 46 |
|
|
2014
Q2 | $279K | Hold |
3,903
| – | – | 0.19% | 42 |
|
|
2014
Q1 | $277K | Hold |
3,903
| – | – | 0.17% | 41 |
|
|
2013
Q4 | $252K | Buy |
+3,903
| New | +$252K | 0.16% | 47 |
|