Douglas C. Lane & Associates’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $219K | Buy |
3,234
+350
| +12% | +$23.7K | 0.01% | 205 |
|
|
2015
Q3 | $203K | Buy |
+2,884
| New | +$203K | 0.01% | 226 |
|
|
2015
Q2 | – | Sell |
-3,441
| Closed | -$244K | – | 236 |
|
|
2015
Q1 | $244K | Buy |
3,441
+489
| +17% | +$34.7K | 0.01% | 208 |
|
|
2014
Q4 | $227K | Hold |
2,952
| – | – | 0.01% | 213 |
|
|
2014
Q3 | $204K | Buy |
+2,952
| New | +$204K | 0.01% | 215 |
|