HCC
Hirtle Callaghan & Co’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$74K | – | 165 |
|
|
2016
Q3 | $74K | Buy |
+1,000
| New | +$74K | 0.02% | 116 |
|
|
2014
Q4 | – | Sell |
-273
| Closed | -$19K | – | 582 |
|
|
2014
Q3 | $19K | Buy |
+273
| New | +$19K | ﹤0.01% | 420 |
|
|
2014
Q2 | – | Sell |
-273
| Closed | -$19K | – | 653 |
|
|
2014
Q1 | $19K | Hold |
273
| – | – | ﹤0.01% | 453 |
|
|
2013
Q4 | $18K | Hold |
273
| – | – | ﹤0.01% | 428 |
|
|
2013
Q3 | $17K | Buy |
+273
| New | +$17K | ﹤0.01% | 443 |
|