CCFP
Charles Carroll Financial Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,350
| Closed | -$205K | – | 37 |
|
|
2022
Q4 | $205K | Sell |
3,350
-1,400
| -29% | -$85.8K | 0.32% | 39 |
|
|
2022
Q3 | $328K | Hold |
4,750
| – | – | 0.53% | 36 |
|
|
2022
Q2 | $379K | Hold |
4,750
| – | – | 0.5% | 35 |
|
|
2022
Q1 | $404K | Buy |
4,750
+1,900
| +67% | +$162K | 0.42% | 32 |
|
|
2021
Q4 | $224K | Buy |
+2,850
| New | +$224K | 0.22% | 35 |
|