Blue Rock Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$373K Buy
6,629
+2,000
+43% +$113K 0.32% 57
2024
Q4
$251K Buy
+4,629
New +$251K 0.26% 59