LAM
Lebenthal Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $5.85M | Sell |
75,414
-1,040
| -1% | -$80.7K | 0.72% | 34 |
|
|
2016
Q4 | $5.86M | Hold |
76,454
| – | – | 0.75% | 34 |
|
|
2016
Q3 | $5.68M | Buy |
76,454
+110
| +0.1% | +$8.17K | 0.74% | 29 |
|
|
2016
Q2 | $5.95M | Buy |
76,344
+60,064
| +369% | +$4.68M | 0.77% | 30 |
|
|
2016
Q1 | $1.22M | Buy |
+16,280
| New | +$1.22M | 0.5% | 46 |
|