Kelly Lawrence W & Associates’s DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA) DCUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$88K | – | 191 |
|
|
2016
Q1 | $88K | Hold |
1,500
| – | – | 0.02% | 111 |
|
|
2015
Q4 | $80K | Sell |
1,500
-1,000
| -40% | -$53.3K | 0.02% | 113 |
|
|
2015
Q3 | $139K | Sell |
2,500
-3,000
| -55% | -$167K | 0.03% | 101 |
|
|
2015
Q2 | $295K | Hold |
5,500
| – | – | 0.06% | 79 |
|
|
2015
Q1 | $309K | Hold |
5,500
| – | – | 0.07% | 71 |
|
|
2014
Q4 | $330K | Hold |
5,500
| – | – | 0.07% | 72 |
|
|
2014
Q3 | $308K | Hold |
5,500
| – | – | 0.07% | 71 |
|
|
2014
Q2 | $317K | Hold |
5,500
| – | – | 0.07% | 72 |
|
|
2014
Q1 | $316K | Hold |
5,500
| – | – | 0.07% | 68 |
|
|
2013
Q4 | $298K | Buy |
5,500
+1,200
| +28% | +$65K | 0.07% | 70 |
|
|
2013
Q3 | $230K | Buy |
+4,300
| New | +$230K | 0.05% | 72 |
|