MGWM
Marks Group Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,691
| Closed | -$1.01M | – | 293 |
|
|
2023
Q3 | $1.01M | Sell |
22,691
-1,415
| -6% | -$63.2K | 0.13% | 159 |
|
|
2023
Q2 | $1.25M | Sell |
24,106
-3,145
| -12% | -$163K | 0.15% | 149 |
|
|
2023
Q1 | $1.52M | Buy |
27,251
+5,423
| +25% | +$303K | 0.19% | 133 |
|
|
2022
Q4 | $1.34M | Buy |
21,828
+2,831
| +15% | +$174K | 0.18% | 136 |
|
|
2022
Q3 | $1.31M | Buy |
18,997
+2,261
| +14% | +$156K | 0.2% | 132 |
|
|
2022
Q2 | $1.34M | Buy |
16,736
+2,877
| +21% | +$230K | 0.19% | 137 |
|
|
2022
Q1 | $1.18M | Buy |
13,859
+3,459
| +33% | +$294K | 0.15% | 149 |
|
|
2021
Q4 | $816K | Buy |
10,400
+2,723
| +35% | +$214K | 0.1% | 197 |
|
|
2021
Q3 | $565K | Sell |
7,677
-182
| -2% | -$13.4K | 0.08% | 194 |
|
|
2021
Q2 | $580K | Buy |
7,859
+230
| +3% | +$17K | 0.08% | 173 |
|
|
2021
Q1 | $581K | Buy |
7,629
+380
| +5% | +$28.9K | 0.09% | 165 |
|
|
2020
Q4 | $545K | Sell |
7,249
-826
| -10% | -$62.1K | 0.08% | 170 |
|
|
2020
Q3 | $637K | Buy |
8,075
+232
| +3% | +$18.3K | 0.12% | 155 |
|
|
2020
Q2 | $636K | Sell |
7,843
-687
| -8% | -$55.7K | 0.13% | 141 |
|
|
2020
Q1 | $616K | Buy |
8,530
+222
| +3% | +$16K | 0.16% | 139 |
|
|
2019
Q4 | $688K | Buy |
+8,308
| New | +$688K | 0.14% | 153 |
|