CWM
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Crowley Wealth Management’s Dominion Energy D Stock Holding History

Crowley Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$150K Buy
2,450
+70
+3% +$4.28K 0.14% 84
2025
Q1 		$133K Sell
2,380
-2,630
-52% -$147K 0.13% 80
2024
Q4 		$270K Buy
+5,010
New +$270K 0.24% 61