Castle 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
2022
Q4
Sell
-1,473
Closed -$102K 221
2022
Q3
$102K Buy
1,473
+1
+0.1% +$69 0.06% 148
2022
Q2
$118K Buy
+1,472
New +$118K 0.07% 131