Mendel Money Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $469K | Buy |
|
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $507K | Buy |
|
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $206K | Buy |
|