Yellowstone Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $594K | Sell |
7,333
-54
| -0.7% | -$4.37K | 0.34% | 73 |
|
|
2017
Q3 | $568K | Buy |
+7,387
| New | +$568K | 0.3% | 88 |
|
|
2016
Q3 | $680K | Buy |
9,157
+927
| +11% | +$68.8K | 0.25% | 99 |
|
|
2016
Q2 | $641K | Buy |
8,230
+1,222
| +17% | +$95.2K | 0.28% | 90 |
|
|
2016
Q1 | $526K | Buy |
7,008
+909
| +15% | +$68.2K | 0.23% | 97 |
|
|
2015
Q4 | $413K | Buy |
+6,099
| New | +$413K | 0.19% | 101 |
|