VAM
Visionary Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $508K | Sell |
7,112
-3,250
| -31% | -$232K | 0.2% | 25 |
|
|
2018
Q3 | $728K | Buy |
10,362
+3,815
| +58% | +$268K | 0.23% | 89 |
|
|
2018
Q2 | $446K | Buy |
6,547
+3,384
| +107% | +$231K | 0.15% | 106 |
|
|
2018
Q1 | $213K | Buy |
+3,163
| New | +$213K | 0.07% | 241 |
|
|
2015
Q3 | – | Sell |
-43,914
| Closed | -$2.94M | – | 38 |
|
|
2015
Q2 | $2.94M | Buy |
43,914
+441
| +1% | +$29.5K | 0.98% | 37 |
|
|
2015
Q1 | $3.08M | Buy |
43,473
+1,943
| +5% | +$138K | 0.97% | 41 |
|
|
2014
Q4 | $3.19M | Buy |
+41,530
| New | +$3.19M | 1.01% | 26 |
|