Cherry Tree 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
2023 Q4	–	Sell	-710	Closed	-$31.7K	–	596
2023 Q3	$31.7K	Hold	710	–	–	0.01%	255
2023 Q2	$36.8K	Buy	+710	New	+$36.8K	0.01%	246