CWS
Cypress Wealth Services’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,730
| Closed | -$209K | – | 249 |
|
|
2023
Q1 | $209K | Sell |
3,730
-167
| -4% | -$9.34K | 0.06% | 226 |
|
|
2022
Q4 | $239K | Sell |
3,897
-670
| -15% | -$41.1K | 0.08% | 205 |
|
|
2022
Q3 | $294K | Sell |
4,567
-832
| -15% | -$53.6K | 0.1% | 172 |
|
|
2022
Q2 | $431K | Buy |
5,399
+914
| +20% | +$73K | 0.14% | 130 |
|
|
2022
Q1 | $381K | Buy |
4,485
+504
| +13% | +$42.8K | 0.1% | 149 |
|
|
2021
Q4 | $313K | Buy |
3,981
+104
| +3% | +$8.18K | 0.09% | 172 |
|
|
2021
Q3 | $283K | Sell |
3,877
-1,234
| -24% | -$90.1K | 0.08% | 180 |
|
|
2021
Q2 | $376K | Buy |
5,111
+119
| +2% | +$8.75K | 0.1% | 171 |
|
|
2021
Q1 | $379K | Sell |
4,992
-995
| -17% | -$75.5K | 0.08% | 187 |
|
|
2020
Q4 | $450K | Buy |
+5,987
| New | +$450K | 0.1% | 161 |
|
|
2020
Q3 | – | Sell |
-6,514
| Closed | -$529K | – | 46 |
|
|
2020
Q2 | $529K | Buy |
6,514
+451
| +7% | +$36.6K | 0.13% | 143 |
|
|
2020
Q1 | $438K | Buy |
6,063
+379
| +7% | +$27.4K | 0.13% | 136 |
|
|
2019
Q4 | $471K | Sell |
5,684
-406
| -7% | -$33.6K | 0.12% | 138 |
|
|
2019
Q3 | $494K | Buy |
6,090
+28
| +0.5% | +$2.27K | 0.14% | 132 |
|
|
2019
Q2 | $469K | Buy |
6,062
+896
| +17% | +$69.3K | 0.14% | 135 |
|
|
2019
Q1 | $396K | Sell |
5,166
-1,002
| -16% | -$76.8K | 0.13% | 143 |
|
|
2018
Q4 | $441K | Buy |
6,168
+479
| +8% | +$34.2K | 0.17% | 118 |
|
|
2018
Q3 | $400K | Buy |
5,689
+100
| +2% | +$7.03K | 0.14% | 139 |
|
|
2018
Q2 | $381K | Sell |
5,589
-968
| -15% | -$66K | 0.14% | 139 |
|
|
2018
Q1 | $442K | Sell |
6,557
-642
| -9% | -$43.3K | 0.19% | 110 |
|
|
2017
Q4 | $584K | Buy |
+7,199
| New | +$584K | 0.24% | 100 |
|