CWM
Compass Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-900
| Closed | -$50.5K | – | 204 |
|
|
2025
Q1 | $50.5K | Hold |
900
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $48.5K | Hold |
900
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $52K | Hold |
900
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $44.1K | Hold |
900
| – | – | 0.01% | 261 |
|
|
2024
Q1 | $44.3K | Sell |
900
-546
| -38% | -$26.9K | 0.01% | 260 |
|
|
2023
Q4 | $68K | Buy |
1,446
+500
| +53% | +$23.5K | 0.02% | 221 |
|
|
2023
Q3 | $42.3K | Hold |
946
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $49K | Hold |
946
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $52.9K | Hold |
946
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $58K | Buy |
+946
| New | +$58K | 0.02% | 217 |
|