CT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $932K | Sell |
12,018
-318
| -3% | -$24.7K | 0.57% | 45 |
|
|
2016
Q4 | $945K | Sell |
12,336
-178
| -1% | -$13.6K | 0.6% | 45 |
|
|
2016
Q3 | $929K | Sell |
12,514
-648
| -5% | -$48.1K | 0.57% | 48 |
|
|
2016
Q2 | $1.03M | Sell |
13,162
-1,528
| -10% | -$119K | 0.63% | 45 |
|
|
2016
Q1 | $1.1M | Sell |
14,690
-118
| -0.8% | -$8.86K | 0.62% | 44 |
|
|
2015
Q4 | $1M | Buy |
14,808
+7
| +0% | +$473 | 0.58% | 47 |
|
|
2015
Q3 | $1.04M | Sell |
14,801
-28
| -0.2% | -$1.97K | 0.65% | 41 |
|
|
2015
Q2 | $992K | Sell |
14,829
-348
| -2% | -$23.3K | 0.56% | 51 |
|
|
2015
Q1 | $1.08M | Sell |
15,177
-573
| -4% | -$40.6K | 0.6% | 46 |
|
|
2014
Q4 | $1.21M | Buy |
+15,750
| New | +$1.21M | 0.92% | 32 |
|
|
2014
Q1 | $1.08M | Buy |
+15,177
| New | +$1.08M | 0.6% | 46 |
|