Wills Financial Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $956K | Sell |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $2.39M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.64M | Buy |
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|
2016
Q4 | $903K | Buy |
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|
2016
Q3 | $571K | Buy |
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|
2016
Q2 | $420K | Buy |
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|
2016
Q1 | $484K | Buy |
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|
2015
Q4 | $429K | Buy |
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|
2015
Q3 | $359K | Buy |
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|
2015
Q2 | $455K | Buy |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $281K | Buy |
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