Engrave Wealth Partners’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,488	Closed	-$120K	–	144
2020 Q2	$120K	Buy	1,488 +88	+6%	+$7.1K	0.11%	66
2020 Q1	$101K	Hold	1,400	–	–	0.12%	61
2019 Q4	$115K	Buy	+1,400	New	+$115K	0.11%	69