CWP
Curated Wealth Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,125
| Closed | -$247K | – | 138 |
|
|
2022
Q1 | $247K | Hold |
3,125
| – | – | 0.08% | 122 |
|
|
2021
Q4 | $247K | Buy |
3,125
+68
| +2% | +$5.38K | 0.08% | 126 |
|
|
2021
Q3 | $223K | Buy |
3,057
+78
| +3% | +$5.69K | 0.12% | 136 |
|
|
2021
Q2 | $219K | Buy |
2,979
+230
| +8% | +$16.9K | 0.12% | 138 |
|
|
2021
Q1 | $209K | Buy |
+2,749
| New | +$209K | 0.13% | 133 |
|