GMA
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Glassy Mountain Advisors’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,483
Closed -$1.32M 63
2022
Q4
$1.32M Buy
+21,483
New +$1.32M 0.73% 41
2022
Q2
$1.58M Sell
19,842
-25
-0.1% -$2K 0.95% 40
2022
Q1
$1.69M Buy
19,867
+1,799
+10% +$153K 0.87% 39
2021
Q4
$1.42M Buy
+18,068
New +$1.42M 0.73% 40