KWMG
King Wealth Management Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,291
| Closed | -$302K | – | 106 |
|
|
2015
Q3 | $302K | Sell |
4,291
-450
| -9% | -$31.7K | 0.19% | 74 |
|
|
2015
Q2 | $317K | Buy |
4,741
+450
| +10% | +$30.1K | 0.17% | 75 |
|
|
2015
Q1 | $304K | Sell |
4,291
-900
| -17% | -$63.8K | 0.18% | 71 |
|
|
2014
Q4 | $399K | Buy |
5,191
+900
| +21% | +$69.2K | 0.21% | 70 |
|
|
2014
Q3 | $296K | Sell |
4,291
-92
| -2% | -$6.35K | 0.19% | 75 |
|
|
2014
Q2 | $310K | Hold |
4,383
| – | – | 0.19% | 76 |
|
|
2014
Q1 | $311K | Sell |
4,383
-13,530
| -76% | -$960K | 0.21% | 65 |
|
|
2013
Q4 | $1.16M | Hold |
17,913
| – | – | 0.66% | 39 |
|
|
2013
Q3 | $1.12M | Hold |
17,913
| – | – | 0.73% | 36 |
|
|
2013
Q2 | $1.02M | Buy |
+17,913
| New | +$1.02M | 0.7% | 38 |
|