CPA
Clear Perspective Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$34K | – | 200 |
|
|
2018
Q2 | $34K | Hold |
500
| – | – | 0.02% | 277 |
|
|
2018
Q1 | $34K | Hold |
500
| – | – | 0.03% | 263 |
|
|
2017
Q4 | $41K | Hold |
500
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $38K | Hold |
500
| – | – | 0.03% | 249 |
|
|
2017
Q2 | $38K | Hold |
500
| – | – | 0.03% | 246 |
|
|
2017
Q1 | $39K | Hold |
500
| – | – | 0.03% | 232 |
|
|
2016
Q4 | $38K | Buy |
+500
| New | +$38K | 0.03% | 222 |
|