IFA
Interactive Financial Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,720
| Closed | -$105K | – | 92 |
|
|
2022
Q4 | $105K | Hold |
1,720
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $119K | Hold |
1,720
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $137K | Buy |
1,720
+135
| +9% | +$10.8K | 0.07% | 89 |
|
|
2022
Q1 | $135K | Hold |
1,585
| – | – | 0.06% | 99 |
|
|
2021
Q4 | $125K | Hold |
1,585
| – | – | 0.05% | 101 |
|
|
2021
Q3 | $116K | Buy |
1,585
+600
| +61% | +$43.9K | 0.05% | 100 |
|
|
2021
Q2 | $72K | Hold |
985
| – | – | 0.03% | 114 |
|
|
2021
Q1 | $75K | Hold |
985
| – | – | 0.03% | 111 |
|
|
2020
Q4 | $74K | Buy |
985
+650
| +194% | +$48.8K | 0.03% | 100 |
|
|
2020
Q3 | $26K | Hold |
335
| – | – | 0.01% | 120 |
|
|
2020
Q2 | $27K | Hold |
335
| – | – | 0.01% | 115 |
|
|
2020
Q1 | $24K | Hold |
335
| – | – | 0.02% | 82 |
|
|
2019
Q4 | $28K | Hold |
335
| – | – | 0.01% | 122 |
|
|
2019
Q3 | $27K | Hold |
335
| – | – | 0.01% | 107 |
|
|
2019
Q2 | $26K | Hold |
335
| – | – | 0.01% | 117 |
|
|
2019
Q1 | $26K | Buy |
+335
| New | +$26K | 0.01% | 103 |
|