TrustCore Financial Services’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $140K | Hold |
2,279
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $158K | Hold |
2,279
| – | – | 0.02% | 288 |
|
|
2022
Q2 | $182K | Hold |
2,279
| – | – | 0.02% | 263 |
|
|
2022
Q1 | $194K | Hold |
2,279
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $179K | Hold |
2,279
| – | – | 0.02% | 259 |
|
|
2021
Q3 | $166K | Sell |
2,279
-72
| -3% | -$5.24K | 0.02% | 288 |
|
|
2021
Q2 | $173K | Buy |
2,351
+23
| +1% | +$1.69K | 0.02% | 278 |
|
|
2021
Q1 | $177K | Buy |
2,328
+206
| +10% | +$15.7K | 0.02% | 268 |
|
|
2020
Q4 | $160K | Sell |
2,122
-1,143
| -35% | -$86.2K | 0.02% | 270 |
|
|
2020
Q3 | $258K | Hold |
3,265
| – | – | 0.04% | 203 |
|
|
2020
Q2 | $265K | Buy |
3,265
+944
| +41% | +$76.6K | 0.05% | 194 |
|
|
2020
Q1 | $168K | Sell |
2,321
-42
| -2% | -$3.04K | 0.04% | 210 |
|
|
2019
Q4 | $196K | Hold |
2,363
| – | – | 0.04% | 214 |
|
|
2019
Q3 | $191K | Buy |
2,363
+1,028
| +77% | +$83.1K | 0.04% | 208 |
|
|
2019
Q2 | $103K | Buy |
1,335
+900
| +207% | +$69.4K | 0.02% | 257 |
|
|
2019
Q1 | $33K | Buy |
435
+17
| +4% | +$1.29K | 0.01% | 362 |
|
|
2018
Q4 | $30K | Buy |
418
+2
| +0.5% | +$144 | 0.02% | 185 |
|
|
2018
Q3 | $29K | Buy |
416
+202
| +94% | +$14.1K | 0.01% | 375 |
|
|
2018
Q2 | $15K | Hold |
214
| – | – | 0.01% | 475 |
|
|
2018
Q1 | $14K | Buy |
+214
| New | +$14K | 0.01% | 445 |
|