4WM
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49 Wealth Management’s Dominion Energy D Stock Holding History

49 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 		$399K Buy
7,061
+1,203
+21% +$68K 0.04% 102
2025
Q1 		$328K Buy
+5,858
New +$328K 0.04% 131