MAM
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 |
|