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Claris Advisors’s Dominion Energy D Stock Holding History

Claris Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-169
Closed -$9.76K – 335
2024
Q3 		$9.76K Buy
+169
New +$9.76K ﹤0.01% 228