MSH Capital Advisors’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 | $239K | Buy |
4,230
+5
| +0.1% | +$283 | 0.07% | 218 |
|
|
2025
Q1 | $237K | Buy |
+4,225
| New | +$237K | 0.07% | 210 |
|
|
2023
Q3 | – | Sell |
-3,876
| Closed | -$201K | – | 216 |
|
|
2023
Q2 | $201K | Buy |
3,876
+7
| +0.2% | +$363 | 0.07% | 208 |
|
|
2023
Q1 | $216K | Buy |
3,869
+7
| +0.2% | +$391 | 0.09% | 182 |
|
|
2022
Q4 | $237K | Sell |
3,862
-269
| -7% | -$16.5K | 0.11% | 178 |
|
|
2022
Q3 | $286K | Sell |
4,131
-106
| -3% | -$7.33K | 0.14% | 148 |
|
|
2022
Q2 | $338K | Buy |
4,237
+202
| +5% | +$16.1K | 0.16% | 136 |
|
|
2022
Q1 | $343K | Sell |
4,035
-13,183
| -77% | -$1.12M | 0.14% | 145 |
|
|
2021
Q4 | $1.35M | Buy |
+17,218
| New | +$1.35M | 0.61% | 53 |
|