KMS Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.28M | Buy |
33,032
+671
| +2% | +$46.4K | 0.32% | 72 |
|
|
2014
Q2 | $2.31M | Buy |
32,361
+3,021
| +10% | +$216K | 0.33% | 70 |
|
|
2014
Q1 | $2.08M | Buy |
29,340
+4,352
| +17% | +$309K | 0.33% | 71 |
|
|
2013
Q4 | $1.62M | Buy |
24,988
+21,192
| +558% | +$1.37M | 0.27% | 84 |
|
|
2013
Q3 | $238K | Sell |
3,796
-5,699
| -60% | -$357K | 0.06% | 354 |
|
|
2013
Q2 | $539K | Buy |
+9,495
| New | +$539K | 0.15% | 165 |
|