Facet Wealth Inc’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,207
Closed -$284K 141
2024
Q4
$284K Sell
5,207
-722
-12% -$39.4K 0.01% 113
2024
Q3
$350K Buy
+5,929
New +$350K 0.01% 105