Morton Brown Family Wealth’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 | $2.2K | Hold |
39
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $2.19K | Hold |
39
| – | – | ﹤0.01% | 276 |
|
|
2024
Q4 | $2.1K | Sell |
39
-233
| -86% | -$12.6K | ﹤0.01% | 228 |
|
|
2024
Q3 | $15.7K | Buy |
272
+200
| +278% | +$11.6K | 0.01% | 145 |
|
|
2024
Q2 | $3.71K | Sell |
72
-77
| -52% | -$3.97K | ﹤0.01% | 182 |
|
|
2024
Q1 | $7.33K | Buy |
149
+77
| +107% | +$3.79K | ﹤0.01% | 166 |
|
|
2023
Q4 | $3.38K | Hold |
72
| – | – | ﹤0.01% | 221 |
|
|
2023
Q3 | $3.22K | Hold |
72
| – | – | ﹤0.01% | 155 |
|
|
2023
Q2 | $3.73K | Hold |
72
| – | – | ﹤0.01% | 146 |
|
|
2023
Q1 | $4.03K | Hold |
72
| – | – | ﹤0.01% | 162 |
|
|
2022
Q4 | $4.42K | Sell |
72
-87
| -55% | -$5.34K | ﹤0.01% | 136 |
|
|
2022
Q3 | $11K | Buy |
159
+78
| +96% | +$5.4K | 0.01% | 104 |
|
|
2022
Q2 | $6K | Buy |
81
+9
| +13% | +$667 | ﹤0.01% | 134 |
|
|
2022
Q1 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 118 |
|