Cordatus 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	-7,570	Closed	-$338K	–	57
2023 Q3	$338K	Sell	7,570 -119	-2%	-$5.31K	0.31%	43
2023 Q2	$398K	Buy	+7,689	New	+$398K	0.15%	107
2019 Q1	–	Sell	-12,437	Closed	-$889K	–	127
2018 Q4	$889K	Buy	+12,437	New	+$889K	0.63%	44