Midwest Professional Planners Ltd (MPPL)’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
10,966
+284
| +3% | +$16.1K | 0.16% | 111 |
|
|
2025
Q1 | $599K | Buy |
10,682
+34
| +0.3% | +$1.91K | 0.19% | 115 |
|
|
2024
Q4 | $574K | Buy |
10,648
+168
| +2% | +$9.05K | 0.17% | 116 |
|
|
2024
Q3 | $606K | Sell |
10,480
-1,442
| -12% | -$83.3K | 0.19% | 111 |
|
|
2024
Q2 | $584K | Buy |
11,922
+210
| +2% | +$10.3K | 0.2% | 102 |
|
|
2024
Q1 | $576K | Buy |
11,712
+4,533
| +63% | +$223K | 0.2% | 102 |
|
|
2023
Q4 | $337K | Buy |
7,179
+696
| +11% | +$32.7K | 0.13% | 109 |
|
|
2023
Q3 | $290K | Buy |
6,483
+916
| +16% | +$40.9K | 0.13% | 109 |
|
|
2023
Q2 | $288K | Sell |
5,567
-673
| -11% | -$34.9K | 0.13% | 106 |
|
|
2023
Q1 | $349K | Buy |
6,240
+358
| +6% | +$20K | 0.17% | 95 |
|
|
2022
Q4 | $361K | Buy |
5,882
+431
| +8% | +$26.4K | 0.2% | 96 |
|
|
2022
Q3 | $377K | Buy |
5,451
+768
| +16% | +$53.1K | 0.22% | 87 |
|
|
2022
Q2 | $374K | Buy |
4,683
+375
| +9% | +$29.9K | 0.21% | 87 |
|
|
2022
Q1 | $366K | Buy |
4,308
+411
| +11% | +$34.9K | 0.18% | 95 |
|
|
2021
Q4 | $306K | Buy |
3,897
+134
| +4% | +$10.5K | 0.15% | 100 |
|
|
2021
Q3 | $275K | Buy |
3,763
+164
| +5% | +$12K | 0.15% | 103 |
|
|
2021
Q2 | $265K | Buy |
+3,599
| New | +$265K | 0.14% | 105 |
|
|
2021
Q1 | – | Sell |
-3,187
| Closed | -$240K | – | 90 |
|
|
2020
Q4 | $240K | Buy |
+3,187
| New | +$240K | 0.15% | 106 |
|
|
2018
Q3 | – | Sell |
-65
| Closed | -$4K | – | 140 |
|
|
2018
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $4K | Sell |
65
-100
| -61% | -$6.15K | ﹤0.01% | 272 |
|
|
2017
Q4 | $13K | Buy |
+165
| New | +$13K | 0.01% | 219 |
|