DG
Davidson & Garrard’s Bank Of The James BOTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.52M | Buy |
104,678
+2,368
| +2% | +$34.3K | 0.36% | 75 |
|
|
2017
Q2 | $1.53M | Buy |
102,310
+163
| +0.2% | +$2.44K | 0.36% | 76 |
|
|
2017
Q1 | $1.49M | Sell |
102,147
-4,895
| -5% | -$71.6K | 0.36% | 75 |
|
|
2016
Q4 | $1.62M | Buy |
107,042
+704
| +0.7% | +$10.7K | 0.4% | 74 |
|
|
2016
Q3 | $1.29M | Buy |
106,338
+3,004
| +3% | +$36.5K | 0.32% | 83 |
|
|
2016
Q2 | $1.27M | Buy |
103,334
+4
| +0% | +$49 | 0.31% | 85 |
|
|
2016
Q1 | $1.21M | Buy |
103,330
+5,770
| +6% | +$67.6K | 0.31% | 90 |
|
|
2015
Q4 | $1.26M | Buy |
97,560
+3
| +0% | +$39 | 0.31% | 87 |
|
|
2015
Q3 | $1.09M | Sell |
97,557
-496
| -0.5% | -$5.56K | 0.28% | 96 |
|
|
2015
Q2 | $1.11M | Buy |
98,053
+122
| +0.1% | +$1.39K | 0.26% | 106 |
|
|
2015
Q1 | $1.06M | Buy |
97,931
+34,963
| +56% | +$377K | 0.24% | 108 |
|
|
2014
Q4 | $649K | Buy |
62,968
+637
| +1% | +$6.57K | 0.15% | 131 |
|
|
2014
Q3 | $559K | Sell |
62,331
-1,020
| -2% | -$9.15K | 0.14% | 132 |
|
|
2014
Q2 | $564K | Hold |
63,351
| – | – | 0.14% | 132 |
|
|
2014
Q1 | $585K | Hold |
63,351
| – | – | 0.15% | 130 |
|
|
2013
Q4 | $588K | Hold |
63,351
| – | – | 0.15% | 130 |
|
|
2013
Q3 | $516K | Buy |
63,351
+139
| +0.2% | +$1.13K | 0.15% | 126 |
|
|
2013
Q2 | $490K | Buy |
+63,212
| New | +$490K | 0.15% | 120 |
|