Independent Investors Inc’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,500
| Closed | -$445K | – | 81 |
|
|
2017
Q4 | $445K | Hold |
5,500
| – | – | 0.17% | 73 |
|
|
2017
Q3 | $423K | Hold |
5,500
| – | – | 0.18% | 72 |
|
|
2017
Q2 | $421K | Hold |
5,500
| – | – | 0.18% | 70 |
|
|
2017
Q1 | $426K | Hold |
5,500
| – | – | 0.18% | 71 |
|
|
2016
Q4 | $421K | Hold |
5,500
| – | – | 0.19% | 71 |
|
|
2016
Q3 | $408K | Hold |
5,500
| – | – | 0.19% | 74 |
|
|
2016
Q2 | $428K | Buy |
5,500
+1,300
| +31% | +$101K | 0.21% | 71 |
|
|
2016
Q1 | $315K | Buy |
+4,200
| New | +$315K | 0.15% | 74 |
|