MWA Asset Management’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 | – | Sell |
-6,860
| Closed | -$385K | – | 120 |
|
|
2025
Q1 | $385K | Buy |
6,860
+705
| +11% | +$39.5K | 0.27% | 85 |
|
|
2024
Q4 | $332K | Buy |
+6,155
| New | +$332K | 0.22% | 99 |
|
|
2023
Q4 | – | Sell |
-19,868
| Closed | -$888K | – | 117 |
|
|
2023
Q3 | $888K | Buy |
+19,868
| New | +$888K | 0.86% | 39 |
|