Family 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
Q1
Sell
-1,000
Closed -$83K 164
2019
Q4
$83K Hold
1,000
0.03% 170
2019
Q3
$81K Buy
+1,000
New +$81K 0.03% 155