Hoxton Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $19K | Buy |
+250
| New | +$19K | 0.01% | 207 |
|
2015
Q2 | – | Sell |
-736
| Closed | -$52K | – | 348 |
|
2015
Q1 | $52K | Sell |
736
-2,849
| -79% | -$201K | 0.02% | 136 |
|
2014
Q4 | $276K | Sell |
3,585
-58
| -2% | -$4.47K | 0.12% | 62 |
|
2014
Q3 | $252K | Hold |
3,643
| – | – | 0.11% | 60 |
|
2014
Q2 | $261K | Buy |
3,643
+136
| +4% | +$9.74K | 0.11% | 58 |
|
2014
Q1 | $249K | Buy |
3,507
+200
| +6% | +$14.2K | 0.11% | 63 |
|
2013
Q4 | $214K | Buy |
3,307
+289
| +10% | +$18.7K | 0.09% | 78 |
|
2013
Q3 | $189K | Sell |
3,018
-9
| -0.3% | -$564 | 0.18% | 40 |
|
2013
Q2 | $172K | Buy |
+3,027
| New | +$172K | 0.1% | 74 |
|