Cynosure Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,368
Closed -$230K 66
2018
Q2
$230K Sell
3,368
-1,044
-24% -$71.3K 0.06% 210
2018
Q1
$298K Sell
4,412
-5,462
-55% -$369K 0.08% 176
2017
Q4
$800K Buy
+9,874
New +$800K 0.18% 60