Davidson Investment 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
Q3 | – | Sell |
-150
| Closed | -$11K | – | 126 |
|
|
2017
Q2 | $11K | Sell |
150
-125
| -45% | -$9.17K | ﹤0.01% | 173 |
|
|
2017
Q1 | $21K | Hold |
275
| – | – | ﹤0.01% | 158 |
|
|
2016
Q4 | $21K | Hold |
275
| – | – | ﹤0.01% | 169 |
|
|
2016
Q3 | $20K | Hold |
275
| – | – | ﹤0.01% | 161 |
|
|
2016
Q2 | $21K | Sell |
275
-205
| -43% | -$15.7K | ﹤0.01% | 157 |
|
|
2016
Q1 | $36K | Hold |
480
| – | – | 0.01% | 168 |
|
|
2015
Q4 | $32K | Hold |
480
| – | – | 0.01% | 172 |
|
|
2015
Q3 | $33K | Buy |
+480
| New | +$33K | 0.01% | 160 |
|