TA
Tiedemann Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-46,420
| Closed | -$3.66M | – | 325 |
|
|
2020
Q3 | $3.66M | Buy |
46,420
+31,005
| +201% | +$2.45M | 0.18% | 82 |
|
|
2020
Q2 | $1.25M | Buy |
+15,415
| New | +$1.25M | 0.07% | 149 |
|
|
2019
Q2 | – | Sell |
-4,414
| Closed | -$338K | – | 326 |
|
|
2019
Q1 | $338K | Buy |
+4,414
| New | +$338K | 0.02% | 347 |
|
|
2017
Q3 | – | Sell |
-7,068
| Closed | -$542K | – | 368 |
|
|
2017
Q2 | $542K | Buy |
7,068
+2,584
| +58% | +$198K | 0.04% | 306 |
|
|
2017
Q1 | $348K | Buy |
+4,484
| New | +$348K | 0.03% | 309 |
|