Inlet Private Wealth’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,973
Closed -$206K 123
2023
Q2
$206K Hold
3,973
0.05% 131
2023
Q1
$222K Hold
3,973
0.06% 122
2022
Q4
$244K Buy
+3,973
New +$244K 0.06% 119