Guardian Investor Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $288K | Buy |
4,061
+22
| +0.5% | +$1.56K | 0.23% | 107 |
|
|
2014
Q4 | $311K | Sell |
4,039
-85
| -2% | -$6.55K | 0.25% | 103 |
|
|
2014
Q3 | $285K | Sell |
4,124
-202
| -5% | -$14K | 0.23% | 108 |
|
|
2014
Q2 | $309K | Sell |
4,326
-150
| -3% | -$10.7K | 0.24% | 103 |
|
|
2014
Q1 | $318K | Sell |
4,476
-152
| -3% | -$10.8K | 0.25% | 97 |
|
|
2013
Q4 | $299K | Hold |
4,628
| – | – | 0.23% | 110 |
|
|
2013
Q3 | $289K | Sell |
4,628
-54
| -1% | -$3.37K | 0.24% | 96 |
|
|
2013
Q2 | $266K | Buy |
+4,682
| New | +$266K | 0.23% | 106 |
|