MWM
Minot Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $381K | Sell |
4,779
-40
| -0.8% | -$3.19K | 0.1% | 126 |
|
|
2022
Q1 | $409K | Hold |
4,819
| – | – | 0.09% | 137 |
|
|
2021
Q4 | $379K | Buy |
4,819
+7
| +0.1% | +$551 | 0.07% | 143 |
|
|
2021
Q3 | $351K | Sell |
4,812
-522
| -10% | -$38.1K | 0.08% | 149 |
|
|
2021
Q2 | $397K | Buy |
5,334
+1,935
| +57% | +$144K | 0.09% | 136 |
|
|
2021
Q1 | $258K | Buy |
3,399
+25
| +0.7% | +$1.9K | 0.07% | 151 |
|
|
2020
Q4 | $254K | Sell |
3,374
-21
| -0.6% | -$1.58K | 0.08% | 134 |
|
|
2020
Q3 | $268K | Sell |
3,395
-4,007
| -54% | -$316K | 0.1% | 118 |
|
|
2020
Q2 | $601K | Buy |
7,402
+2,850
| +63% | +$231K | 0.3% | 76 |
|
|
2020
Q1 | $329K | Buy |
4,552
+1,574
| +53% | +$114K | 0.24% | 88 |
|
|
2019
Q4 | $249K | Buy |
+2,978
| New | +$249K | 0.11% | 121 |
|