OAM
Optimal Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.69M | Buy |
23,128
+24
| +0.1% | +$1.75K | 0.21% | 162 |
|
|
2021
Q2 | $1.7M | Buy |
23,104
+1
| +0% | +$74 | 0.2% | 175 |
|
|
2021
Q1 | $1.76M | Buy |
23,103
+1,600
| +7% | +$122K | 0.23% | 156 |
|
|
2020
Q4 | $1.62M | Sell |
21,503
-2
| -0% | -$150 | 0.23% | 152 |
|
|
2020
Q3 | $1.7M | Buy |
21,505
+1,483
| +7% | +$117K | 0.25% | 138 |
|
|
2020
Q2 | $1.63M | Sell |
20,022
-20,613
| -51% | -$1.67M | 0.26% | 137 |
|
|
2020
Q1 | $2.93K | Buy |
40,635
+18,599
| +84% | +$1.34K | 0.27% | 123 |
|
|
2019
Q4 | $1.83M | Buy |
+22,036
| New | +$1.83M | 0.28% | 136 |
|