MAM
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Morse Asset Management’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.3K Sell
200
-99
-33% -$5.6K ﹤0.01% 256
2025
Q1
$16.8K Sell
299
-255
-46% -$14.3K ﹤0.01% 223
2024
Q4
$29.8K Sell
554
-12,150
-96% -$654K 0.01% 221
2024
Q3
$734K Buy
+12,704
New +$734K 0.16% 114
2019
Q1
Sell
-3,120
Closed -$223K 129
2018
Q4
$223K Buy
+3,120
New +$223K 0.08% 109