Investors Capital Advisory Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $927K | Buy |
11,906
+103
| +0.9% | +$8.02K | 0.18% | 159 |
|
2016
Q1 | $886K | Buy |
11,803
+797
| +7% | +$59.8K | 0.18% | 165 |
|
2015
Q4 | $744K | Sell |
11,006
-1,254
| -10% | -$84.8K | 0.14% | 208 |
|
2015
Q3 | $862K | Sell |
12,260
-468
| -4% | -$32.9K | 0.17% | 166 |
|
2015
Q2 | $851K | Sell |
12,728
-526
| -4% | -$35.2K | 0.16% | 183 |
|
2015
Q1 | $939K | Sell |
13,254
-299
| -2% | -$21.2K | 0.17% | 165 |
|
2014
Q4 | $1.04M | Buy |
13,553
+68
| +0.5% | +$5.23K | 0.2% | 144 |
|
2014
Q3 | $931K | Buy |
13,485
+80
| +0.6% | +$5.52K | 0.18% | 159 |
|
2014
Q2 | $958K | Sell |
13,405
-63
| -0.5% | -$4.5K | 0.15% | 210 |
|
2014
Q1 | $956K | Sell |
13,468
-143
| -1% | -$10.2K | 0.21% | 142 |
|
2013
Q4 | $880K | Buy |
13,611
+4,017
| +42% | +$260K | 0.2% | 140 |
|
2013
Q3 | $599K | Buy |
9,594
+810
| +9% | +$50.6K | 0.15% | 201 |
|
2013
Q2 | $499K | Buy |
+8,784
| New | +$499K | 0.15% | 194 |
|