Integrated Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $490K | Buy |
6,311
+637
| +11% | +$49.5K | 0.16% | 138 |
|
|
2016
Q4 | $435K | Buy |
5,674
+88
| +2% | +$6.75K | 0.16% | 139 |
|
|
2016
Q3 | $415K | Buy |
5,586
+585
| +12% | +$43.5K | 0.15% | 142 |
|
|
2016
Q2 | $390K | Buy |
5,001
+1,244
| +33% | +$97K | 0.15% | 138 |
|
|
2016
Q1 | $282K | Buy |
3,757
+406
| +12% | +$30.5K | 0.12% | 143 |
|
|
2015
Q4 | $227K | Buy |
3,351
+1,670
| +99% | +$113K | 0.1% | 168 |
|
|
2015
Q3 | $118K | Buy |
1,681
+171
| +11% | +$12K | 0.05% | 252 |
|
|
2015
Q2 | $101K | Sell |
1,510
-27
| -2% | -$1.81K | 0.04% | 274 |
|
|
2015
Q1 | $108K | Buy |
+1,537
| New | +$108K | 0.05% | 263 |
|