Claro Advisors’s Dominion Energy D Stock Holding History

Claro Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$269K	Buy
2020 Q4	–	Sell
2020 Q3	$231K	Sell
2020 Q2	$311K	Sell
2020 Q1	$278K	Sell
2019 Q4	$326K	Buy
2019 Q3	$319K	Sell
2019 Q2	$316K	Sell
2019 Q1	$333K	Buy
2018 Q4	$176K	Buy