Gupta Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.76M | Buy |
23,385
+1,868
| +9% | +$140K | 0.41% | 58 |
|
|
2015
Q4 | $1.46M | Buy |
21,517
+791
| +4% | +$53.5K | 0.37% | 59 |
|
|
2015
Q3 | $1.46M | Buy |
20,726
+2,768
| +15% | +$195K | 0.36% | 65 |
|
|
2015
Q2 | $1.2M | Buy |
17,958
+4,059
| +29% | +$271K | 0.29% | 74 |
|
|
2015
Q1 | $985K | Buy |
+13,899
| New | +$985K | 0.29% | 82 |
|