Heritage Wealth Management (Arizona)’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-242	Closed	-$21K	–	999
2022 Q1	$21K	Buy	+242	New	+$21K	0.01%	584
2021 Q3	$18K	Hold	242	–	–	0.01%	567
2021 Q2	$18K	Sell	242 -801	-77%	-$59.6K	0.01%	570
2021 Q1	$79K	Buy	+1,043	New	+$79K	0.04%	286