Mariner Independent Advisor Network’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.9M Buy
2022
Q2
$2.16M Buy
2022
Q1
$2.16M Buy
2021
Q4
$1.9M Sell
2021
Q3
$1.79M Sell
2021
Q2
$1.86M Buy
2021
Q1
$1.63M Sell
2020
Q4
$1.62M Buy
2020
Q3
$1.69M Sell
2020
Q2
$1.78M Sell
2020
Q1
$1.55M Sell
2019
Q4
$1.92M Buy
2019
Q3
$1.87M Sell
2019
Q2
$1.79M Sell
2019
Q1
$1.83M Sell
2018
Q4
$1.68M Buy
2018
Q2
Sell
2018
Q1
$891K Buy
2015
Q1
Sell
2014
Q4
$397K Buy