MJP
Michael J. Puzo’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,270
| Closed | -$160K | – | 80 |
|
|
2015
Q3 | $160K | Sell |
2,270
-400
| -15% | -$28.2K | 0.11% | 79 |
|
|
2015
Q2 | $179K | Hold |
2,670
| – | – | 0.12% | 85 |
|
|
2015
Q1 | $189K | Sell |
2,670
-20
| -0.7% | -$1.42K | 0.12% | 85 |
|
|
2014
Q4 | $207K | Buy |
+2,690
| New | +$207K | 0.14% | 77 |
|
|
2014
Q3 | – | Sell |
-2,600
| Closed | -$186K | – | 82 |
|
|
2014
Q2 | $186K | Sell |
2,600
-500
| -16% | -$35.8K | 0.13% | 75 |
|
|
2014
Q1 | $220K | Hold |
3,100
| – | – | 0.16% | 69 |
|
|
2013
Q4 | $201K | Buy |
+3,100
| New | +$201K | 0.15% | 73 |
|