Somerset Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$717K Hold
2017
Q4
$862K Sell
2017
Q3
$1.07M Hold
2017
Q2
$1.06M Hold
2017
Q1
$1.08M Hold
2016
Q4
$1.06M Sell
2016
Q3
$1.06M Hold
2016
Q2
$1.11M Sell
2016
Q1
$1.08M Sell
2015
Q4
$1.09M Buy
2015
Q3
$1.07M Hold
2015
Q2
$1.01M Sell
2015
Q1
$1.14M Sell
2014
Q4
$1.27M Sell
2014
Q3
$1.16M Hold
2014
Q2
$1.2M Sell
2014
Q1
$1.21M Sell
2013
Q4
$1.55M Sell
2013
Q3
$1.84M Sell
2013
Q2
$1.67M Buy