Jacobus Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $269K | Hold |
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|
2017
Q2 | $268K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $356K | Hold |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $653K | Hold |
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|
2015
Q4 | $588K | Sell |
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|
2015
Q3 | $623K | Hold |
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|
2015
Q2 | $592K | Buy |
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|
2015
Q1 | $625K | Buy |
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|
2014
Q4 | $579K | Buy |
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|
2014
Q3 | $511K | Hold |
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|
2014
Q2 | $529K | Hold |
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|
2014
Q1 | $525K | Hold |
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|
2013
Q4 | $479K | Buy |
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