Compass Ion Advisors’s Dominion Energy D Stock Holding History

Compass Ion 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	$289K	Sell
2025 Q1	$287K	Sell
2024 Q4	$283K	Buy
2024 Q3	$304K	Sell
2024 Q2	$272K	Hold
2024 Q1	$272K	Sell
2023 Q4	$299K	Sell
2023 Q3	$322K	Buy