Impact Partnership Wealth’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1
Closed -$31 318
2024
Q1
$31 Sell
1
-310
-100% -$9.61K ﹤0.01% 689
2023
Q4
$14.6K Sell
311
-2,453
-89% -$115K 0.01% 450
2023
Q3
$123K Buy
2,764
+2,744
+13,720% +$123K 0.04% 280
2023
Q2
$1.04K Buy
+20
New +$1.04K ﹤0.01% 788