Investment Centers of America’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,074
| Closed | -$241K | – | 609 |
|
|
2017
Q1 | $241K | Buy |
3,074
+41
| +1% | +$3.21K | 0.02% | 527 |
|
|
2016
Q4 | $233K | Buy |
+3,033
| New | +$233K | 0.02% | 503 |
|
|
2014
Q4 | – | Sell |
-3,102
| Closed | -$212K | – | 409 |
|
|
2014
Q3 | $212K | Sell |
3,102
-434
| -12% | -$29.7K | 0.04% | 371 |
|
|
2014
Q2 | $250K | Sell |
3,536
-2,126
| -38% | -$150K | 0.06% | 274 |
|
|
2014
Q1 | $352K | Buy |
+5,662
| New | +$352K | 0.07% | 247 |
|
|
2013
Q4 | – | Sell |
-5,662
| Closed | -$352K | – | 263 |
|
|
2013
Q3 | $352K | Buy |
5,662
+932
| +20% | +$57.9K | 0.07% | 250 |
|
|
2013
Q2 | $269K | Buy |
+4,730
| New | +$269K | 0.07% | 225 |
|