Geneva Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$463K Sell
2017
Q1
$523K Buy
2016
Q4
$400K Sell
2016
Q3
$428K Buy
2016
Q2
$410K Hold
2016
Q1
$395K Buy
2015
Q4
$355K Buy
2015
Q3
$270K Sell
2015
Q2
$263K Sell
2015
Q1
$297K Sell
2014
Q4
$353K Buy
2014
Q3
$300K Buy
2014
Q2
$298K Buy
2014
Q1
$275K Sell
2013
Q4
$257K Buy