Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $693K | Buy |
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|
2016
Q4 | $634K | Sell |
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|
2016
Q3 | $799K | Buy |
|
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|
2016
Q2 | $797K | Buy |
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|
2016
Q1 | $522K | Sell |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $479K | Buy |
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|
2015
Q2 | $388K | Sell |
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|
2015
Q1 | $202K | Sell |
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|
2014
Q4 | $637K | Buy |
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|
2014
Q3 | $490K | Buy |
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|
2014
Q2 | $483K | Hold |
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|
2014
Q1 | $490K | Buy |
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|
2013
Q4 | $435K | Buy |
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|
2013
Q3 | $395K | Buy |
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|
2013
Q2 | $346K | Buy |
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