TWM
Torch Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $273K | Buy |
3,301
+18
| +0.5% | +$1.49K | 0.15% | 93 |
|
|
2019
Q3 | $266K | Sell |
3,283
-266
| -7% | -$21.6K | 0.16% | 90 |
|
|
2019
Q2 | $274K | Sell |
3,549
-149
| -4% | -$11.5K | 0.16% | 93 |
|
|
2019
Q1 | $283K | Buy |
+3,698
| New | +$283K | 0.17% | 90 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$7K | – | 137 |
|
|
2014
Q2 | $7K | Sell |
100
-100
| -50% | -$7K | ﹤0.01% | 245 |
|
|
2014
Q1 | $14K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2013
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 209 |
|