Placemark Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $4.88M | Buy |
63,541
+16,067
| +34% | +$1.23M | 0.09% | 291 |
|
|
2014
Q3 | $3.28M | Buy |
47,474
+4,010
| +9% | +$277K | 0.06% | 376 |
|
|
2014
Q2 | $3.11M | Sell |
43,464
-23,961
| -36% | -$1.72M | 0.06% | 415 |
|
|
2014
Q1 | $4.79M | Buy |
67,425
+6,281
| +10% | +$446K | 0.09% | 253 |
|
|
2013
Q4 | $3.96M | Buy |
61,144
+4,073
| +7% | +$264K | 0.06% | 351 |
|
|
2013
Q3 | $3.56M | Sell |
57,071
-71
| -0.1% | -$4.43K | 0.07% | 344 |
|
|
2013
Q2 | $3.25M | Buy |
+57,142
| New | +$3.25M | 0.07% | 338 |
|