WCM
Windsor Capital Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,231
| Closed | -$261K | – | 121 |
|
|
2019
Q3 | $261K | Buy |
3,231
+432
| +15% | +$34.9K | 0.12% | 105 |
|
|
2019
Q2 | $216K | Buy |
+2,799
| New | +$216K | 0.1% | 110 |
|
|
2015
Q4 | – | Sell |
-1,716
| Closed | -$120K | – | 168 |
|
|
2015
Q3 | $120K | Buy |
+1,716
| New | +$120K | 0.07% | 121 |
|
|
2014
Q1 | – | Sell |
-1,653
| Closed | -$107K | – | 120 |
|
|
2013
Q4 | $107K | Buy |
1,653
+8
| +0.5% | +$518 | 0.06% | 116 |
|
|
2013
Q3 | $103K | Sell |
1,645
-191
| -10% | -$12K | 0.06% | 120 |
|
|
2013
Q2 | $104K | Buy |
+1,836
| New | +$104K | 0.06% | 101 |
|