MIM
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Macroview Investment Management’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,051
Closed -$119K 199
2024
Q3
$119K Hold
2,051
0.12% 95
2024
Q2
$100K Hold
2,051
0.11% 99
2024
Q1
$101K Sell
2,051
-173
-8% -$8.51K 0.11% 105
2023
Q4
$105K Sell
2,224
-105
-5% -$4.93K 0.12% 104
2023
Q3
$104K Buy
2,329
+132
+6% +$5.9K 0.14% 88
2023
Q2
$114K Hold
2,197
0.17% 65
2023
Q1
$123K Hold
2,197
0.2% 62
2022
Q4
$135K Hold
2,197
0.23% 57
2022
Q3
$152K Hold
2,197
0.28% 53
2022
Q2
$175K Hold
2,197
0.29% 48
2022
Q1
$187K Hold
2,197
0.27% 52
2021
Q4
$173K Hold
2,197
0.22% 49
2021
Q3
$160K Hold
2,197
0.21% 48
2021
Q2
$162K Hold
2,197
0.22% 47
2021
Q1
$167K Hold
2,197
0.24% 42
2020
Q4
$165K Buy
2,197
+17
+0.8% +$1.28K 0.25% 42
2020
Q3
$172K Buy
2,180
+24
+1% +$1.89K 0.29% 39
2020
Q2
$175K Buy
2,156
+22
+1% +$1.79K 0.37% 33
2020
Q1
$154K Hold
2,134
0.33% 34
2019
Q4
$177K Hold
2,134
0.37% 34
2019
Q3
$173K Hold
2,134
0.37% 34
2019
Q2
$165K Hold
2,134
0.43% 35
2019
Q1
$164K Hold
2,134
0.41% 41
2018
Q4
$152K Hold
2,134
0.48% 34
2018
Q3
$150K Hold
2,134
0.47% 30
2018
Q2
$145K Hold
2,134
0.51% 27
2018
Q1
$144K Buy
+2,134
New +$144K 0.51% 22
2015
Q2
Sell
-206
Closed -$15K 118
2015
Q1
$15K Sell
206
-6
-3% -$437 0.01% 67
2014
Q4
$16K Hold
212
0.02% 72
2014
Q3
$15K Buy
212
+6
+3% +$425 0.02% 79
2014
Q2
$15K Hold
206
0.02% 72
2014
Q1
$15K Hold
206
0.02% 83
2013
Q4
$13K Hold
206
0.02% 88
2013
Q3
$13K Sell
206
-427
-67% -$26.9K 0.02% 83
2013
Q2
$36K Buy
+633
New +$36K 0.04% 40