MWM
MBE Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,854
| Closed | -$228K | – | 60 |
|
|
2022
Q2 | $228K | Hold |
2,854
| – | – | 0.16% | 57 |
|
|
2022
Q1 | $243K | Hold |
2,854
| – | – | 0.14% | 58 |
|
|
2021
Q4 | $224K | Hold |
2,854
| – | – | 0.12% | 56 |
|
|
2021
Q3 | $208K | Hold |
2,854
| – | – | 0.11% | 57 |
|
|
2021
Q2 | $210K | Hold |
2,854
| – | – | 0.11% | 53 |
|
|
2021
Q1 | $217K | Hold |
2,854
| – | – | 0.12% | 53 |
|
|
2020
Q4 | $214K | Buy |
2,854
+1
| +0% | +$75 | 0.14% | 53 |
|
|
2020
Q3 | $231K | Hold |
2,853
| – | – | 0.19% | 41 |
|
|
2020
Q2 | $231K | Hold |
2,853
| – | – | 0.19% | 41 |
|
|
2020
Q1 | $205K | Buy |
2,853
+21
| +0.7% | +$1.51K | 0.2% | 34 |
|
|
2019
Q4 | $234K | Buy |
+2,832
| New | +$234K | 0.23% | 37 |
|