Carson Wealth (CWM LLC)’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCUE Stock Details DCUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-45	Closed	-$5K	–	4230
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	2897
2021 Q4	$5K	Buy	+45	New	+$4.46K	﹤0.01%	2789

Carson Wealth (CWM LLC)'s DCUE Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q2 2022, closing a stake of 45 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in DCUE in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 0 funds tracked by Wall St. Rank hold DCUE as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 45 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q2 2022, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q4 2021 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $5K in Q1 2022.
0 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.