MFT
Moisand Fitzgerald Tamayo’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-646
| Closed | -$30.4K | – | 592 |
|
|
2023
Q4 | $30.4K | Buy |
+646
| New | +$30.4K | 0.01% | 217 |
|
|
2023
Q2 | – | Sell |
-72
| Closed | -$4.03K | – | 758 |
|
|
2023
Q1 | $4.03K | Hold |
72
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $4.42K | Sell |
72
-240
| -77% | -$14.7K | ﹤0.01% | 427 |
|
|
2022
Q3 | $22K | Hold |
312
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $25K | Buy |
312
+41
| +15% | +$3.29K | 0.01% | 210 |
|
|
2022
Q1 | $23K | Sell |
271
-241
| -47% | -$20.5K | 0.01% | 132 |
|
|
2021
Q4 | $40K | Hold |
512
| – | – | 0.01% | 164 |
|
|
2021
Q3 | $37K | Buy |
512
+72
| +16% | +$5.2K | 0.01% | 168 |
|
|
2021
Q2 | $32K | Buy |
440
+200
| +83% | +$14.5K | 0.01% | 175 |
|
|
2021
Q1 | $18K | Hold |
240
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $18K | Hold |
240
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $19K | Hold |
240
| – | – | 0.01% | 161 |
|
|
2020
Q2 | $19K | Hold |
240
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $17K | Sell |
240
-108
| -31% | -$7.65K | 0.01% | 157 |
|
|
2019
Q4 | $29K | Hold |
348
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $28K | Hold |
348
| – | – | 0.02% | 143 |
|
|
2019
Q2 | $27K | Hold |
348
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $27K | Hold |
348
| – | – | 0.02% | 149 |
|
|
2018
Q4 | $25K | Hold |
348
| – | – | 0.02% | 141 |
|
|
2018
Q3 | $24K | Hold |
348
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $24K | Hold |
348
| – | – | 0.01% | 151 |
|
|
2018
Q1 | $23K | Hold |
348
| – | – | 0.01% | 156 |
|
|
2017
Q4 | $28K | Hold |
348
| – | – | 0.02% | 129 |
|
|
2017
Q3 | $27K | Buy |
+348
| New | +$27K | 0.02% | 142 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$30K | – | 82 |
|
|
2016
Q1 | $30K | Hold |
400
| – | – | 0.02% | 113 |
|
|
2015
Q4 | $27K | Buy |
+400
| New | +$27K | 0.02% | 114 |
|