Beacon Investment Advisors’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,103	Closed	-$229K	–	128
2023 Q1	$229K	Sell	4,103 -7	-0.2%	-$391	0.17%	118
2022 Q4	$252K	Buy	+4,110	New	+$252K	0.21%	111