Guardian Capital’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 |
-3,249
| Closed | -$222K | – | 184 |
|
|
2018
Q2 | $222K | Sell |
3,249
-108,697
| -97% | -$7.43M | ﹤0.01% | 169 |
|
|
2018
Q1 | $7.55M | Buy |
111,946
+108,421
| +3,076% | +$7.31M | 0.13% | 90 |
|
|
2017
Q4 | $286K | Hold |
3,525
| – | – | ﹤0.01% | 166 |
|
|
2017
Q3 | $271K | Sell |
3,525
-35
| -1% | -$2.69K | ﹤0.01% | 187 |
|
|
2017
Q2 | $273K | Buy |
+3,560
| New | +$273K | ﹤0.01% | 187 |
|