Israel Discount Bank of New York’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-680
| Closed | -$52K | – | 151 |
|
|
2019
Q1 | $52K | Hold |
680
| – | – | 0.04% | 195 |
|
|
2018
Q4 | $49K | Hold |
680
| – | – | 0.04% | 184 |
|
|
2018
Q3 | $48K | Sell |
680
-20
| -3% | -$1.41K | 0.03% | 217 |
|
|
2018
Q2 | $48K | Hold |
700
| – | – | 0.03% | 280 |
|
|
2018
Q1 | $47K | Hold |
700
| – | – | 0.03% | 281 |
|
|
2017
Q4 | $57K | Hold |
700
| – | – | 0.04% | 244 |
|
|
2017
Q3 | $54K | Hold |
700
| – | – | 0.04% | 244 |
|
|
2017
Q2 | $54K | Hold |
700
| – | – | 0.04% | 236 |
|
|
2017
Q1 | $54K | Buy |
700
+50
| +8% | +$3.86K | 0.04% | 227 |
|
|
2016
Q4 | $50K | Buy |
+650
| New | +$50K | 0.05% | 260 |
|