Pinnacle Summer Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $68K | Sell |
1,006
-683
| -40% | -$46.2K | 0.01% | 306 |
|
|
2015
Q3 | $118K | Buy |
1,689
+11
| +0.7% | +$769 | 0.02% | 354 |
|
|
2015
Q2 | $113K | Buy |
1,678
+11
| +0.7% | +$741 | 0.02% | 231 |
|
|
2015
Q1 | $119K | Buy |
1,667
+11
| +0.7% | +$785 | 0.02% | 370 |
|
|
2014
Q4 | $128K | Sell |
1,656
-34
| -2% | -$2.63K | 0.02% | 371 |
|
|
2014
Q3 | $117K | Sell |
1,690
-500
| -23% | -$34.6K | 0.01% | 394 |
|
|
2014
Q2 | $153K | Hold |
2,190
| – | – | 0.02% | 338 |
|
|
2014
Q1 | $159K | Hold |
2,190
| – | – | 0.02% | 291 |
|
|
2013
Q4 | $142K | Sell |
2,190
-1,229
| -36% | -$79.7K | 0.02% | 296 |
|
|
2013
Q3 | $213K | Buy |
3,419
+43
| +1% | +$2.68K | 0.04% | 224 |
|
|
2013
Q2 | $191K | Buy |
+3,376
| New | +$191K | 0.05% | 217 |
|