Krilogy Financial’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,342
| Closed | -$94K | – | 251 |
|
|
2018
Q3 | $94K | Buy |
+1,342
| New | +$94K | 0.02% | 228 |
|
|
2018
Q2 | – | Sell |
-1,342
| Closed | -$90K | – | 268 |
|
|
2018
Q1 | $90K | Hold |
1,342
| – | – | 0.02% | 248 |
|
|
2017
Q4 | $109K | Hold |
1,342
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $103K | Hold |
1,342
| – | – | 0.03% | 235 |
|
|
2017
Q2 | $103K | Sell |
1,342
-176
| -12% | -$13.5K | 0.03% | 211 |
|
|
2017
Q1 | $116K | Hold |
1,518
| – | – | 0.04% | 183 |
|
|
2016
Q4 | $116K | Hold |
1,518
| – | – | 0.04% | 183 |
|
|
2016
Q3 | $113K | Hold |
1,518
| – | – | 0.04% | 191 |
|
|
2016
Q2 | $118K | Hold |
1,518
| – | – | 0.04% | 182 |
|
|
2016
Q1 | $114K | Hold |
1,518
| – | – | 0.05% | 160 |
|
|
2015
Q4 | $103K | Hold |
1,518
| – | – | 0.1% | 89 |
|
|
2015
Q3 | $107K | Buy |
+1,518
| New | +$107K | 0.05% | 129 |
|