CFM Wealth Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,226
Closed -$99K 232
2020
Q2
$99K Hold
1,226
0.04% 197
2020
Q1
$89K Buy
1,226
+58
+5% +$4.21K 0.04% 208
2019
Q4
$98K Buy
+1,168
New +$98K 0.04% 208