SGAM
Steinberg Global Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.29M | Buy |
+55,939
| New | +$4.29M | 0.67% | 52 |
|
|
2015
Q1 | – | Sell |
-31,510
| Closed | -$2.42M | – | 222 |
|
|
2014
Q4 | $2.42M | Sell |
31,510
-30,210
| -49% | -$2.32M | 0.52% | 47 |
|
|
2014
Q3 | $4.26M | Buy |
61,720
+7,765
| +14% | +$536K | 0.97% | 41 |
|
|
2014
Q2 | $3.86M | Buy |
53,955
+2,775
| +5% | +$198K | 0.9% | 40 |
|
|
2014
Q1 | $3.63M | Buy |
51,180
+2,045
| +4% | +$145K | 0.91% | 41 |
|
|
2013
Q4 | $3.18M | Buy |
49,135
+2,390
| +5% | +$155K | 0.68% | 52 |
|
|
2013
Q3 | $2.92M | Buy |
46,745
+3,165
| +7% | +$198K | 0.65% | 47 |
|
|
2013
Q2 | $2.48M | Buy |
+43,580
| New | +$2.48M | 0.65% | 50 |
|