MFWM
Motley Fool Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,591
| Closed | -$1.8M | – | 122 |
|
|
2023
Q2 | $1.8M | Buy |
34,591
+2,249
| +7% | +$117K | 0.11% | 103 |
|
|
2023
Q1 | $1.81M | Buy |
32,342
+817
| +3% | +$45.7K | 0.11% | 104 |
|
|
2022
Q4 | $1.93M | Sell |
31,525
-1,038
| -3% | -$63.6K | 0.13% | 105 |
|
|
2022
Q3 | $2.25M | Buy |
32,563
+778
| +2% | +$53.8K | 0.15% | 109 |
|
|
2022
Q2 | $2.54M | Sell |
31,785
-4,014
| -11% | -$320K | 0.16% | 103 |
|
|
2022
Q1 | $3.04M | Sell |
35,799
-240
| -0.7% | -$20.4K | 0.15% | 104 |
|
|
2021
Q4 | $2.83M | Buy |
36,039
+779
| +2% | +$61.2K | 0.12% | 99 |
|
|
2021
Q3 | $2.58M | Buy |
35,260
+1,664
| +5% | +$122K | 0.11% | 93 |
|
|
2021
Q2 | $2.47M | Buy |
33,596
+1,523
| +5% | +$112K | 0.1% | 100 |
|
|
2021
Q1 | $2.44M | Buy |
32,073
+732
| +2% | +$55.6K | 0.11% | 100 |
|
|
2020
Q4 | $2.36M | Sell |
31,341
-1,419
| -4% | -$107K | 0.1% | 98 |
|
|
2020
Q3 | $2.59M | Buy |
32,760
+1,335
| +4% | +$105K | 0.13% | 96 |
|
|
2020
Q2 | $2.55M | Sell |
31,425
-1,987
| -6% | -$161K | 0.14% | 96 |
|
|
2020
Q1 | $2.41M | Buy |
33,412
+1,479
| +5% | +$107K | 0.17% | 96 |
|
|
2019
Q4 | $2.65M | Buy |
31,933
+5,421
| +20% | +$449K | 0.16% | 99 |
|
|
2019
Q3 | $2.15M | Buy |
26,512
+1,762
| +7% | +$143K | 0.14% | 100 |
|
|
2019
Q2 | $1.91M | Buy |
24,750
+158
| +0.6% | +$12.2K | 0.12% | 102 |
|
|
2019
Q1 | $1.89M | Sell |
24,592
-288
| -1% | -$22.1K | 0.12% | 104 |
|
|
2018
Q4 | $1.78M | Sell |
24,880
-303
| -1% | -$21.7K | 0.14% | 101 |
|
|
2018
Q3 | $1.77M | Sell |
25,183
-251
| -1% | -$17.6K | 0.11% | 106 |
|
|
2018
Q2 | $1.73M | Buy |
25,434
+7,565
| +42% | +$516K | 0.12% | 104 |
|
|
2018
Q1 | $1.21M | Buy |
17,869
+4,836
| +37% | +$326K | 0.09% | 112 |
|
|
2017
Q4 | $1.06M | Sell |
13,033
-129
| -1% | -$10.5K | 0.08% | 125 |
|
|
2017
Q3 | $1.01M | Sell |
13,162
-913
| -6% | -$70.3K | 0.09% | 121 |
|
|
2017
Q2 | $1.08M | Buy |
14,075
+15
| +0.1% | +$1.15K | 0.1% | 119 |
|
|
2017
Q1 | $1.09M | Buy |
14,060
+3,225
| +30% | +$250K | 0.11% | 122 |
|
|
2016
Q4 | $830K | Buy |
10,835
+1,610
| +17% | +$123K | 0.09% | 121 |
|
|
2016
Q3 | $685K | Buy |
9,225
+3,956
| +75% | +$294K | 0.07% | 132 |
|
|
2016
Q2 | $411K | Buy |
+5,269
| New | +$411K | 0.05% | 135 |
|