BWM
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BKM Wealth Management’s Dominion Energy D Stock Holding History

BKM 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
2024
Q2 		– Sell
-2,007
Closed -$98.7K – 154
2024
Q1 		$98.7K Buy
2,007
+856
+74% +$42.1K 0.04% 183
2023
Q4 		$54.1K Buy
+1,151
New +$54.1K 0.02% 253