Holistic Financial Partners’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,404	Closed	-$235K	–	98
2022 Q3	$235K	Buy	3,404 +359	+12%	+$24.8K	0.23%	73
2022 Q2	$243K	Buy	3,045 +402	+15%	+$32.1K	0.23%	70
2022 Q1	$225K	Buy	+2,643	New	+$225K	0.14%	95