CWM
Cahaba Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
4,267
-8
| -0.2% | -$452 | 0.02% | 134 |
|
|
2025
Q1 | $240K | Buy |
4,275
+100
| +2% | +$5.61K | 0.02% | 130 |
|
|
2024
Q4 | $225K | Buy |
4,175
+46
| +1% | +$2.48K | 0.02% | 137 |
|
|
2024
Q3 | $239K | Buy |
4,129
+43
| +1% | +$2.49K | 0.02% | 130 |
|
|
2024
Q2 | $200K | Buy |
+4,086
| New | +$200K | 0.02% | 144 |
|
|
2022
Q4 | – | Sell |
-2,999
| Closed | -$207K | – | 145 |
|
|
2022
Q3 | $207K | Buy |
2,999
+40
| +1% | +$2.76K | 0.03% | 125 |
|
|
2022
Q2 | $236K | Sell |
2,959
-140
| -5% | -$11.2K | 0.03% | 119 |
|
|
2022
Q1 | $253K | Buy |
3,099
+189
| +6% | +$15.4K | 0.03% | 126 |
|
|
2021
Q4 | $229K | Buy |
+2,910
| New | +$229K | 0.03% | 136 |
|