Genovese Burford & Brothers Wealth & Retirement Plan Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-99
| Closed | -$7K | – | 152 |
|
|
2018
Q2 | $7K | Hold |
99
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $7K | Hold |
99
| – | – | ﹤0.01% | 342 |
|
|
2017
Q4 | $8K | Hold |
99
| – | – | 0.02% | 190 |
|
|
2017
Q3 | $7K | Hold |
99
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $7K | Hold |
99
| – | – | ﹤0.01% | 293 |
|
|
2017
Q1 | $8K | Hold |
99
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $8K | Sell |
99
-28
| -22% | -$2.26K | ﹤0.01% | 343 |
|
|
2016
Q3 | $9K | Hold |
127
| – | – | ﹤0.01% | 303 |
|
|
2016
Q2 | $9K | Hold |
127
| – | – | ﹤0.01% | 278 |
|
|
2016
Q1 | $9K | Buy |
127
+28
| +28% | +$1.98K | ﹤0.01% | 268 |
|
|
2015
Q4 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 275 |
|