CWA
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CM Wealth Advisors’s Dominion Energy D Stock Holding History

CM Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,199
Closed -$219K – 97
2024
Q1 		$219K Buy
+4,199
New +$219K 0.06% 168
2023
Q2 		– Sell
-12,059
Closed -$677K – 234
2023
Q1 		$677K Buy
+12,059
New +$677K 0.13% 212