Cutter & Co Brokerage’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,658
| Closed | -$515K | – | 303 |
|
|
2019
Q2 | $515K | Sell |
6,658
-2,767
| -29% | -$214K | 0.16% | 132 |
|
|
2019
Q1 | $723K | Sell |
9,425
-2,695
| -22% | -$207K | 0.21% | 105 |
|
|
2018
Q4 | $866K | Sell |
12,120
-4,425
| -27% | -$316K | 0.33% | 78 |
|
|
2018
Q3 | $1.16M | Sell |
16,545
-1,809
| -10% | -$127K | 0.4% | 69 |
|
|
2018
Q2 | $1.25M | Buy |
18,354
+212
| +1% | +$14.5K | 0.48% | 60 |
|
|
2018
Q1 | $1.22M | Buy |
18,142
+7,987
| +79% | +$538K | 0.48% | 57 |
|
|
2017
Q4 | $823K | Buy |
10,155
+43
| +0.4% | +$3.49K | 0.34% | 73 |
|
|
2017
Q3 | $778K | Sell |
10,112
-54
| -0.5% | -$4.16K | 0.31% | 82 |
|
|
2017
Q2 | $779K | Buy |
10,166
+6
| +0.1% | +$460 | 0.31% | 85 |
|
|
2017
Q1 | $788K | Buy |
+10,160
| New | +$788K | 0.33% | 80 |
|