KIA
Kopp Investment Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,505
| Closed | -$608K | – | 60 |
|
|
2018
Q4 | $608K | Buy |
8,505
+120
| +1% | +$8.58K | 0.59% | 39 |
|
|
2018
Q3 | $589K | Sell |
8,385
-439
| -5% | -$30.8K | 0.5% | 43 |
|
|
2018
Q2 | $602K | Buy |
8,824
+51
| +0.6% | +$3.48K | 0.56% | 44 |
|
|
2018
Q1 | $592K | Sell |
8,773
-264
| -3% | -$17.8K | 0.6% | 47 |
|
|
2017
Q4 | $733K | Buy |
9,037
+142
| +2% | +$11.5K | 0.73% | 45 |
|
|
2017
Q3 | $684K | Buy |
8,895
+295
| +3% | +$22.7K | 0.63% | 44 |
|
|
2017
Q2 | $659K | Hold |
8,600
| – | – | 0.59% | 45 |
|
|
2017
Q1 | $667K | Sell |
8,600
-270
| -3% | -$20.9K | 0.65% | 45 |
|
|
2016
Q4 | $679K | Sell |
8,870
-665
| -7% | -$50.9K | 0.72% | 46 |
|
|
2016
Q3 | $708K | Sell |
9,535
-1,435
| -13% | -$107K | 0.7% | 43 |
|
|
2016
Q2 | $855K | Buy |
10,970
+55
| +0.5% | +$4.29K | 0.45% | 45 |
|
|
2016
Q1 | $820K | Buy |
+10,915
| New | +$820K | 0.45% | 45 |
|