Capital Performance Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,519
Closed -$87.8K 797
2024
Q3
$87.8K Buy
+1,519
New +$87.8K 0.03% 229