CWM
C2C 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 |
-3,968
| Closed | -$205K | – | 236 |
|
|
2023
Q2 | $205K | Hold |
3,968
| – | – | 0.03% | 233 |
|
|
2023
Q1 | $230K | Hold |
3,968
| – | – | 0.04% | 214 |
|
|
2022
Q4 | $248K | Hold |
3,968
| – | – | 0.04% | 151 |
|
|
2022
Q3 | $284K | Hold |
3,968
| – | – | 0.06% | 138 |
|
|
2022
Q2 | $309K | Hold |
3,968
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $348K | Hold |
3,968
| – | – | 0.06% | 145 |
|
|
2021
Q4 | $312K | Buy |
+3,968
| New | +$312K | 0.04% | 170 |
|