Laffer Tengler Investments’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-92
| Closed | -$4.32K | – | 436 |
|
|
2023
Q4 | $4.32K | Buy |
+92
| New | +$4.32K | ﹤0.01% | 322 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$740 | – | 432 |
|
|
2022
Q3 | $740 | Hold |
10
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $847 | Hold |
10
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $894 | Sell |
10
-6,997
| -100% | -$626K | ﹤0.01% | 390 |
|
|
2021
Q4 | $551K | Buy |
7,007
+900
| +15% | +$70.7K | 0.16% | 129 |
|
|
2021
Q3 | $446K | Buy |
6,107
+2,667
| +78% | +$195K | 0.13% | 144 |
|
|
2021
Q2 | $253K | Buy |
3,440
+2,715
| +374% | +$200K | 0.09% | 148 |
|
|
2021
Q1 | $55.1K | Buy |
+725
| New | +$55.1K | 0.02% | 275 |
|
|
2020
Q2 | – | Sell |
-3,790
| Closed | -$274K | – | 259 |
|
|
2020
Q1 | $274K | Sell |
3,790
-342
| -8% | -$24.7K | 0.21% | 83 |
|
|
2019
Q4 | $342K | Sell |
4,132
-1,111
| -21% | -$92K | 0.23% | 90 |
|
|
2019
Q3 | $425K | Sell |
5,243
-10
| -0.2% | -$810 | 0.36% | 69 |
|
|
2019
Q2 | $406K | Buy |
5,253
+284
| +6% | +$22K | 0.35% | 71 |
|
|
2019
Q1 | $381K | Buy |
4,969
+79
| +2% | +$6.06K | 0.1% | 162 |
|
|
2018
Q4 | $349K | Buy |
4,890
+27
| +0.6% | +$1.93K | 0.1% | 163 |
|
|
2018
Q3 | $342K | Buy |
4,863
+114
| +2% | +$8.01K | 0.08% | 172 |
|
|
2018
Q2 | $324K | Sell |
4,749
-146
| -3% | -$9.95K | 0.08% | 174 |
|
|
2018
Q1 | $330K | Buy |
4,895
+324
| +7% | +$21.8K | 0.08% | 172 |
|
|
2017
Q4 | $371K | Buy |
+4,571
| New | +$371K | 0.09% | 188 |
|