CWM
Chronos Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,301
| Closed | -$1.3M | – | 37 |
|
|
2023
Q1 | $1.3M | Sell |
23,301
-5,628
| -19% | -$315K | 0.98% | 23 |
|
|
2022
Q4 | $1.77M | Sell |
28,929
-7,357
| -20% | -$451K | 1.4% | 22 |
|
|
2022
Q3 | $2.51M | Buy |
36,286
+333
| +0.9% | +$23K | 2.08% | 20 |
|
|
2022
Q2 | $2.87M | Buy |
35,953
+487
| +1% | +$38.9K | 2.15% | 21 |
|
|
2022
Q1 | $3.01M | Buy |
35,466
+130
| +0.4% | +$11K | 1.92% | 23 |
|
|
2021
Q4 | $2.78M | Buy |
35,336
+2,330
| +7% | +$183K | 1.68% | 23 |
|
|
2021
Q3 | $2.41M | Buy |
33,006
+2,968
| +10% | +$217K | 1.64% | 23 |
|
|
2021
Q2 | $2.21M | Buy |
30,038
+1,616
| +6% | +$119K | 1.52% | 23 |
|
|
2021
Q1 | $2.16M | Buy |
28,422
+535
| +2% | +$40.6K | 1.63% | 22 |
|
|
2020
Q4 | $2.1M | Buy |
27,887
+20
| +0.1% | +$1.5K | 1.72% | 22 |
|
|
2020
Q3 | $2.2M | Buy |
27,867
+185
| +0.7% | +$14.6K | 1.98% | 20 |
|
|
2020
Q2 | $2.25M | Buy |
27,682
+1,200
| +5% | +$97.4K | 2.17% | 21 |
|
|
2020
Q1 | $1.91M | Buy |
26,482
+1,890
| +8% | +$136K | 2.2% | 20 |
|
|
2019
Q4 | $2.04M | Buy |
+24,592
| New | +$2.04M | 2% | 19 |
|