MWM
Mascoma Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65K | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2025
Q1 | $5.61K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $5.39K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $5.78K | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2024
Q2 | $4.9K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $4.92K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $4.7K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $4.47K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $4.93K | Sell |
100
-25
| -20% | -$1.23K | ﹤0.01% | 392 |
|
|
2023
Q1 | $7.14K | Hold |
125
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $7.67K | Hold |
125
| – | – | ﹤0.01% | 439 |
|
|
2022
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $11K | Hold |
125
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$23K | – | 138 |
|
|
2019
Q2 | $23K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $23K | Hold |
300
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $21K | Hold |
300
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $21K | Sell |
300
-500
| -63% | -$35K | 0.01% | 231 |
|
|
2018
Q2 | $55K | Buy |
800
+300
| +60% | +$20.6K | 0.04% | 147 |
|
|
2018
Q1 | $34K | Sell |
500
-830
| -62% | -$56.4K | 0.02% | 173 |
|
|
2017
Q4 | $101K | Sell |
1,330
-3,046
| -70% | -$231K | 0.06% | 107 |
|
|
2017
Q3 | $337K | Sell |
4,376
-1,100
| -20% | -$84.7K | 0.23% | 52 |
|
|
2017
Q2 | $420K | Buy |
5,476
+1,400
| +34% | +$107K | 0.28% | 42 |
|
|
2017
Q1 | $316K | Hold |
4,076
| – | – | 0.23% | 41 |
|
|
2016
Q4 | $312K | Buy |
+4,076
| New | +$312K | 0.23% | 44 |
|