MTC
McDaniel Terry & Co’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,064
| Closed | -$695K | – | 66 |
|
|
2019
Q1 | $695K | Buy |
9,064
+64
| +0.7% | +$4.91K | 0.12% | 37 |
|
|
2018
Q4 | $643K | Sell |
9,000
-1,680
| -16% | -$120K | 0.12% | 37 |
|
|
2018
Q3 | $751K | Sell |
10,680
-1,000
| -9% | -$70.3K | 0.13% | 37 |
|
|
2018
Q2 | $796K | Hold |
11,680
| – | – | 0.15% | 36 |
|
|
2018
Q1 | $788K | Hold |
11,680
| – | – | 0.14% | 35 |
|
|
2017
Q4 | $947K | Hold |
11,680
| – | – | 0.17% | 32 |
|
|
2017
Q3 | $899K | Hold |
11,680
| – | – | 0.17% | 32 |
|
|
2017
Q2 | $895K | Sell |
11,680
-1,070
| -8% | -$82K | 0.17% | 33 |
|
|
2017
Q1 | $989K | Sell |
12,750
-1,000
| -7% | -$77.6K | 0.19% | 32 |
|
|
2016
Q4 | $1.05M | Buy |
13,750
+1,000
| +8% | +$76.6K | 0.22% | 32 |
|
|
2016
Q3 | $947K | Hold |
12,750
| – | – | 0.2% | 31 |
|
|
2016
Q2 | $994K | Buy |
+12,750
| New | +$994K | 0.22% | 31 |
|