MIM
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 |
|