TFO Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-90
| Closed | -$7K | – | 220 |
|
|
2022
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 163 |
|
|
2021
Q4 | – | Sell |
-92
| Closed | -$7K | – | 148 |
|
|
2021
Q3 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 105 |
|
|
2020
Q1 | – | Sell |
-225
| Closed | -$18K | – | 138 |
|
|
2019
Q4 | $18K | Buy |
+225
| New | +$18K | 0.02% | 104 |
|