Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-500
| Closed | -$35K | – | 161 |
|
|
2014
Q3 | $35K | Sell |
500
-800
| -62% | -$56K | 0.03% | 129 |
|
|
2014
Q2 | $93K | Hold |
1,300
| – | – | 0.09% | 79 |
|
|
2014
Q1 | $92K | Sell |
1,300
-919
| -41% | -$65K | 0.07% | 86 |
|
|
2013
Q4 | $144K | Buy |
2,219
+344
| +18% | +$22.3K | 0.11% | 91 |
|
|
2013
Q3 | $117K | Buy |
1,875
+1,375
| +275% | +$85.8K | 0.1% | 111 |
|
|
2013
Q2 | $28K | Buy |
+500
| New | +$28K | 0.04% | 155 |
|