JT Stratford LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,371
| Closed | -$329K | – | 200 |
|
|
2020
Q4 | $329K | Sell |
4,371
-1,632
| -27% | -$123K | 0.12% | 127 |
|
|
2020
Q3 | $474K | Sell |
6,003
-1,453
| -19% | -$115K | 0.2% | 94 |
|
|
2020
Q2 | $605K | Buy |
7,456
+2,163
| +41% | +$176K | 0.31% | 82 |
|
|
2020
Q1 | $382K | Buy |
5,293
+245
| +5% | +$17.7K | 0.23% | 79 |
|
|
2019
Q4 | $418K | Buy |
5,048
+194
| +4% | +$16.1K | 0.19% | 97 |
|
|
2019
Q3 | $393K | Buy |
+4,854
| New | +$393K | 0.22% | 102 |
|