Lilley & Co’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$700K Sell
9,788
-3,879
-28% -$277K 0.31% 62
2014
Q1
$970K Sell
13,667
-1,742
-11% -$124K 0.44% 54
2013
Q4
$996K Buy
15,409
+73
+0.5% +$4.72K 0.46% 53
2013
Q3
$958K Sell
15,336
-710
-4% -$44.4K 0.5% 52
2013
Q2
$912K Buy
+16,046
New +$912K 0.5% 51