Keebeck Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,007
Closed -$220K 222
2021
Q3
$220K Sell
3,007
-97
-3% -$7.1K 0.04% 197
2021
Q2
$228K Buy
3,104
+74
+2% +$5.44K 0.03% 225
2021
Q1
$230K Buy
+3,030
New +$230K 0.04% 218