NewFocus Financial Group’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,042
| Closed | -$138K | – | 51 |
|
|
2015
Q4 | $138K | Hold |
2,042
| – | – | 0.1% | 61 |
|
|
2015
Q3 | $144K | Hold |
2,042
| – | – | 0.11% | 52 |
|
|
2015
Q2 | $137K | Hold |
2,042
| – | – | 0.09% | 53 |
|
|
2015
Q1 | $145K | Hold |
2,042
| – | – | 0.09% | 53 |
|
|
2014
Q4 | $157K | Buy |
+2,042
| New | +$157K | 0.11% | 55 |
|