WP
WMS Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-26,945
| Closed | -$1.91M | – | 243 |
|
|
2014
Q1 | $1.91M | Sell |
26,945
-2,315
| -8% | -$164K | 0.31% | 60 |
|
|
2013
Q4 | $1.89M | Sell |
29,260
-630
| -2% | -$40.8K | 0.31% | 58 |
|
|
2013
Q3 | $1.87M | Sell |
29,890
-300
| -1% | -$18.7K | 0.36% | 55 |
|
|
2013
Q2 | $1.72M | Buy |
+30,190
| New | +$1.72M | 0.31% | 61 |
|