Fairhaven 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
2020
Q3
Sell
-2,470
Closed -$201K 101
2020
Q2
$201K Buy
+2,470
New +$201K 0.13% 86
2020
Q1
Sell
-2,963
Closed -$245K 83
2019
Q4
$245K Buy
2,963
+493
+20% +$40.8K 0.2% 62
2019
Q3
$200K Buy
+2,470
New +$200K 0.19% 69