CWM
Campbell Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $652K | Buy |
12,111
+1,204
| +11% | +$64.8K | 0.06% | 37 |
|
|
2024
Q3 | $630K | Sell |
10,907
-1,587
| -13% | -$91.7K | 0.06% | 27 |
|
|
2024
Q2 | $612K | Sell |
12,494
-607
| -5% | -$29.7K | 0.2% | 17 |
|
|
2024
Q1 | $644K | Buy |
13,101
+3,713
| +40% | +$183K | 0.06% | 38 |
|
|
2023
Q4 | $441K | Sell |
9,388
-1,868
| -17% | -$87.7K | 0.05% | 35 |
|
|
2023
Q3 | $503K | Buy |
11,256
+90
| +0.8% | +$4.02K | 0.06% | 37 |
|
|
2023
Q2 | $578K | Sell |
11,166
-62
| -0.6% | -$3.21K | 0.07% | 33 |
|
|
2023
Q1 | $628K | Sell |
11,228
-84
| -0.7% | -$4.7K | 0.08% | 32 |
|
|
2022
Q4 | $694K | Sell |
11,312
-242
| -2% | -$14.8K | 0.1% | 31 |
|
|
2022
Q3 | $798K | Sell |
11,554
-1,102
| -9% | -$76.1K | 0.12% | 28 |
|
|
2022
Q2 | $1.01M | Sell |
12,656
-328
| -3% | -$26.2K | 0.14% | 20 |
|
|
2022
Q1 | $1.1M | Buy |
12,984
+4
| +0% | +$340 | 0.13% | 20 |
|
|
2021
Q4 | $1.02M | Buy |
12,980
+1,639
| +14% | +$129K | 0.12% | 21 |
|
|
2021
Q3 | $828K | Buy |
11,341
+4
| +0% | +$292 | 0.11% | 20 |
|
|
2021
Q2 | $834K | Buy |
11,337
+19
| +0.2% | +$1.4K | 0.11% | 20 |
|
|
2021
Q1 | $860K | Sell |
11,318
-716
| -6% | -$54.4K | 0.12% | 21 |
|
|
2020
Q4 | $905K | Sell |
12,034
-617
| -5% | -$46.4K | 0.13% | 22 |
|
|
2020
Q3 | $999K | Sell |
12,651
-236
| -2% | -$18.6K | 0.16% | 20 |
|
|
2020
Q2 | $1.05M | Buy |
12,887
+55
| +0.4% | +$4.46K | 0.18% | 21 |
|
|
2020
Q1 | $926K | Sell |
12,832
-286
| -2% | -$20.6K | 0.2% | 20 |
|
|
2019
Q4 | $1.09M | Sell |
13,118
-350
| -3% | -$29K | 0.22% | 20 |
|
|
2019
Q3 | $1.09M | Buy |
13,468
+2,164
| +19% | +$175K | 0.24% | 20 |
|
|
2019
Q2 | $874K | Buy |
11,304
+355
| +3% | +$27.4K | 0.21% | 20 |
|
|
2019
Q1 | $839K | Buy |
10,949
+814
| +8% | +$62.4K | 0.22% | 20 |
|
|
2018
Q4 | $724K | Buy |
+10,135
| New | +$724K | 0.22% | 20 |
|