Mendel Money Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,985
| Closed | -$312K | – | 129 |
|
|
2023
Q3 | $312K | Sell |
6,985
-1,465
| -17% | -$65.4K | 0.17% | 106 |
|
|
2023
Q2 | $438K | Buy |
8,450
+65
| +0.8% | +$3.37K | 0.23% | 83 |
|
|
2023
Q1 | $469K | Buy |
8,385
+469
| +6% | +$26.2K | 0.25% | 75 |
|
|
2022
Q4 | $485K | Buy |
7,916
+575
| +8% | +$35.3K | 0.28% | 72 |
|
|
2022
Q3 | $507K | Buy |
7,341
+1,395
| +23% | +$96.3K | 0.32% | 64 |
|
|
2022
Q2 | $475K | Sell |
5,946
-1,200
| -17% | -$95.9K | 0.28% | 65 |
|
|
2022
Q1 | $607K | Buy |
+7,146
| New | +$607K | 0.3% | 66 |
|
|
2021
Q3 | – | Sell |
-3,020
| Closed | -$222K | – | 70 |
|
|
2021
Q2 | $222K | Buy |
3,020
+80
| +3% | +$5.88K | 0.14% | 69 |
|
|
2021
Q1 | $223K | Buy |
2,940
+200
| +7% | +$15.2K | 0.15% | 66 |
|
|
2020
Q4 | $206K | Buy |
+2,740
| New | +$206K | 0.14% | 64 |
|