SWM
SVA Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,858
| Closed | -$219K | – | 198 |
|
|
2016
Q4 | $219K | Sell |
2,858
-2,000
| -41% | -$153K | 0.03% | 189 |
|
|
2016
Q3 | $361K | Sell |
4,858
-14,576
| -75% | -$1.08M | 0.06% | 154 |
|
|
2016
Q2 | $1.51M | Buy |
19,434
+206
| +1% | +$16K | 0.24% | 94 |
|
|
2016
Q1 | $1.44M | Buy |
19,228
+1,691
| +10% | +$127K | 0.24% | 94 |
|
|
2015
Q4 | $1.19M | Buy |
17,537
+1,999
| +13% | +$135K | 0.21% | 104 |
|
|
2015
Q3 | $1.09M | Sell |
15,538
-1,084
| -7% | -$76.3K | 0.2% | 108 |
|
|
2015
Q2 | $1.11M | Buy |
16,622
+475
| +3% | +$31.8K | 0.2% | 110 |
|
|
2015
Q1 | $1.14M | Buy |
16,147
+8,072
| +100% | +$572K | 0.21% | 110 |
|
|
2014
Q4 | $621K | Buy |
8,075
+2,223
| +38% | +$171K | 0.23% | 100 |
|
|
2014
Q3 | $404K | Buy |
5,852
+470
| +9% | +$32.4K | 0.17% | 111 |
|
|
2014
Q2 | $385K | Buy |
5,382
+900
| +20% | +$64.4K | 0.16% | 112 |
|
|
2014
Q1 | $318K | Buy |
4,482
+845
| +23% | +$60K | 0.15% | 122 |
|
|
2013
Q4 | $235K | Buy |
+3,637
| New | +$235K | 0.14% | 125 |
|