MIAN
Mariner Independent Advisor Network’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.9M | Buy |
27,452
+427
| +2% | +$29.5K | 0.08% | 247 |
|
|
2022
Q2 | $2.16M | Buy |
27,025
+1,481
| +6% | +$118K | 0.09% | 231 |
|
|
2022
Q1 | $2.16M | Buy |
25,544
+1,278
| +5% | +$108K | 0.08% | 242 |
|
|
2021
Q4 | $1.9M | Sell |
24,266
-166
| -0.7% | -$13K | 0.09% | 232 |
|
|
2021
Q3 | $1.79M | Sell |
24,432
-908
| -4% | -$66.5K | 0.09% | 246 |
|
|
2021
Q2 | $1.86M | Buy |
25,340
+3,933
| +18% | +$289K | 0.08% | 247 |
|
|
2021
Q1 | $1.63M | Sell |
21,407
-163
| -0.8% | -$12.4K | 0.08% | 239 |
|
|
2020
Q4 | $1.62M | Buy |
21,570
+139
| +0.6% | +$10.5K | 0.09% | 231 |
|
|
2020
Q3 | $1.69M | Sell |
21,431
-85
| -0.4% | -$6.71K | 0.14% | 166 |
|
|
2020
Q2 | $1.78M | Sell |
21,516
-596
| -3% | -$49.3K | 0.16% | 149 |
|
|
2020
Q1 | $1.55M | Sell |
22,112
-1,090
| -5% | -$76.6K | 0.14% | 162 |
|
|
2019
Q4 | $1.92M | Buy |
23,202
+135
| +0.6% | +$11.2K | 0.14% | 168 |
|
|
2019
Q3 | $1.87M | Sell |
23,067
-289
| -1% | -$23.5K | 0.14% | 173 |
|
|
2019
Q2 | $1.79M | Sell |
23,356
-507
| -2% | -$38.9K | 0.13% | 160 |
|
|
2019
Q1 | $1.83M | Sell |
23,863
-129
| -0.5% | -$9.87K | 0.15% | 150 |
|
|
2018
Q4 | $1.68M | Buy |
+23,992
| New | +$1.68M | 0.15% | 154 |
|
|
2018
Q2 | – | Sell |
-13,218
| Closed | -$891K | – | 175 |
|
|
2018
Q1 | $891K | Buy |
+13,218
| New | +$891K | 0.05% | 232 |
|
|
2015
Q1 | – | Sell |
-5,161
| Closed | -$397K | – | 97 |
|
|
2014
Q4 | $397K | Buy |
+5,161
| New | +$397K | 0.18% | 99 |
|