CWA
Clarus Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,927
| Closed | -$257K | – | 88 |
|
|
2025
Q1 | $257K | Buy |
+4,927
| New | +$257K | 0.14% | 75 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$15K | – | 228 |
|
|
2019
Q2 | $15K | Sell |
200
-319
| -61% | -$23.9K | 0.01% | 396 |
|
|
2019
Q1 | $40K | Buy |
519
+283
| +120% | +$21.8K | 0.03% | 326 |
|
|
2018
Q4 | $17K | Hold |
236
| – | – | 0.03% | 423 |
|
|
2018
Q3 | $17K | Sell |
236
-124
| -34% | -$8.93K | 0.01% | 455 |
|
|
2018
Q2 | $24K | Buy |
+360
| New | +$24K | 0.02% | 401 |
|