CWM
Cedar Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Buy |
+43
| New | +$2.43K | ﹤0.01% | 212 |
|
|
2024
Q2 | – | Sell |
-74
| Closed | -$3.64K | – | 314 |
|
|
2024
Q1 | $3.64K | Buy |
+74
| New | +$3.64K | ﹤0.01% | 296 |
|
|
2016
Q2 | – | Sell |
-542
| Closed | -$41K | – | 133 |
|
|
2016
Q1 | $41K | Buy |
542
+300
| +124% | +$22.7K | 0.03% | 67 |
|
|
2015
Q4 | $16K | Buy |
+242
| New | +$16K | 0.01% | 21 |
|