LBA Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$25K Buy
325
+5
+2% +$378 0.01% 255
2016
Q4
$25K Buy
+320
New +$23.6K 0.01% 242

Other funds holding D

LBA Wealth Management's D Position: Q1 2017 in Review

LBA Wealth Management increased its Dominion Energy (D) stake by 1.6% in Q1 2017, buying an estimated $378 and bringing the position to 325 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #255.

LBA Wealth Management first reported a position in D in Q4 2016 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • LBA Wealth Management held 325 shares of Dominion Energy worth $25K as of Q1 2017.
  • LBA Wealth Management bought 5 Dominion Energy shares in Q1 2017, an estimated $378.
  • Dominion Energy made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #255 holding.
  • LBA Wealth Management first reported a position in Dominion Energy in Q4 2016 and has held it in 2 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.