Delta Financial Advisors’s Dominion Energy D Stock Holding History

Delta Financial Advisors’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell
2021 Q1	$901K	Sell
2020 Q4	$2.15M	Sell
2020 Q3	$2.32M	Sell
2020 Q2	$2.5M	Sell
2020 Q1	$2.35M	Sell
2019 Q4	$3.54M	Sell
2019 Q3	$3.49M	Buy
2019 Q2	$3.27M	Buy