Kapstone Financial Advisors’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	-4,025	Closed	-$211K	–	92
2023 Q2	$211K	Sell	4,025 -630	-14%	-$32.9K	0.17%	95
2023 Q1	$272K	Hold	4,655	–	–	0.25%	77
2022 Q4	$289K	Buy	+4,655	New	+$289K	0.26%	76