CWS Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,617
| Closed | -$129K | – | 147 |
|
|
2022
Q2 | $129K | Buy |
+1,617
| New | +$129K | 0.06% | 154 |
|
|
2020
Q3 | – | Sell |
-6,199
| Closed | -$503K | – | 125 |
|
|
2020
Q2 | $503K | Sell |
6,199
-652
| -10% | -$52.9K | 0.36% | 61 |
|
|
2020
Q1 | $567K | Hold |
6,851
| – | – | 0.42% | 45 |
|
|
2019
Q4 | $567K | Buy |
+6,851
| New | +$567K | 0.41% | 45 |
|