Stifel Trust’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $204K | Sell |
2,948
-300
| -9% | -$20.8K | 0.04% | 177 |
|
|
2014
Q2 | $233K | Sell |
3,248
-200
| -6% | -$14.3K | 0.04% | 170 |
|
|
2014
Q1 | $245K | Buy |
3,448
+48
| +1% | +$3.41K | 0.05% | 166 |
|
|
2013
Q4 | $220K | Sell |
3,400
-415
| -11% | -$26.9K | 0.04% | 172 |
|
|
2013
Q3 | $239K | Sell |
3,815
-400
| -9% | -$25.1K | 0.05% | 168 |
|
|
2013
Q2 | $240K | Buy |
+4,215
| New | +$240K | 0.05% | 166 |
|