Compagnie Lombard Odier SCmA’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 525 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 523 |
|
|
2015
Q3 | – | Sell |
-10,400
| Closed | -$696K | – | 815 |
|
|
2015
Q2 | $696K | Buy |
+10,400
| New | +$696K | 0.03% | 259 |
|
|
2014
Q4 | – | Sell |
-9,733
| Closed | -$671K | – | 785 |
|
|
2014
Q3 | $671K | Buy |
9,733
+147
| +2% | +$10.1K | 0.03% | 259 |
|
|
2014
Q2 | $686K | Sell |
9,586
-835
| -8% | -$59.8K | 0.03% | 253 |
|
|
2014
Q1 | $740K | Hold |
10,421
| – | – | 0.03% | 248 |
|
|
2013
Q4 | $673K | Buy |
+10,421
| New | +$673K | 0.03% | 262 |
|