TD Ameritrade Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-277
| Closed | -$17K | – | 597 |
|
|
2022
Q4 | $17K | Buy |
+277
| New | +$17K | ﹤0.01% | 336 |
|
|
2022
Q3 | – | Sell |
-565
| Closed | -$45K | – | 596 |
|
|
2022
Q2 | $45K | Sell |
565
-424
| -43% | -$33.8K | ﹤0.01% | 307 |
|
|
2022
Q1 | $84K | Sell |
989
-50
| -5% | -$4.25K | ﹤0.01% | 314 |
|
|
2021
Q4 | $82K | Buy |
1,039
+868
| +508% | +$68.5K | ﹤0.01% | 308 |
|
|
2021
Q3 | $13K | Sell |
171
-970
| -85% | -$73.7K | ﹤0.01% | 424 |
|
|
2021
Q2 | $84K | Buy |
1,141
+935
| +454% | +$68.8K | ﹤0.01% | 295 |
|
|
2021
Q1 | $15K | Hold |
206
| – | – | ﹤0.01% | 427 |
|
|
2020
Q4 | $15K | Buy |
206
+35
| +20% | +$2.55K | ﹤0.01% | 427 |
|
|
2020
Q3 | $13K | Buy |
171
+7
| +4% | +$532 | ﹤0.01% | 424 |
|
|
2020
Q2 | $13K | Sell |
164
-26
| -14% | -$2.06K | ﹤0.01% | 406 |
|
|
2020
Q1 | $14K | Buy |
190
+30
| +19% | +$2.21K | ﹤0.01% | 383 |
|
|
2019
Q4 | $13K | Buy |
160
+77
| +93% | +$6.26K | ﹤0.01% | 421 |
|
|
2019
Q3 | $7K | Buy |
83
+33
| +66% | +$2.78K | ﹤0.01% | 475 |
|
|
2019
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 508 |
|