Catamount Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $80K | Hold |
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|
2018
Q1 | $76K | Hold |
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|
2017
Q4 | $92K | Hold |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $87K | Sell |
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $110K | Hold |
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|
2016
Q3 | $103K | Sell |
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|
2016
Q2 | $495K | Buy |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | $245K | Buy |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | $76K | Hold |
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|
2015
Q1 | $80K | Hold |
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|
2014
Q4 | $87K | Buy |
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