Edge Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-75
| Closed | -$6K | – | 488 |
|
|
2016
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 326 |
|
|
2015
Q4 | $5K | Sell |
75
-50
| -40% | -$3.33K | ﹤0.01% | 342 |
|
|
2015
Q3 | $9K | Sell |
125
-125
| -50% | -$9K | ﹤0.01% | 296 |
|
|
2015
Q2 | $17K | Sell |
250
-100
| -29% | -$6.8K | 0.01% | 257 |
|
|
2015
Q1 | $25K | Sell |
350
-50
| -13% | -$3.57K | 0.01% | 237 |
|
|
2014
Q4 | $31K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2014
Q3 | $28K | Hold |
400
| – | – | 0.01% | 234 |
|
|
2014
Q2 | $29K | Hold |
400
| – | – | 0.01% | 217 |
|
|
2014
Q1 | $28K | Sell |
400
-100
| -20% | -$7K | 0.01% | 210 |
|
|
2013
Q4 | $32K | Buy |
+500
| New | +$32K | 0.01% | 189 |
|