Keystone Financial Services (Colorado)’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,622
Closed -$216K 80
2022
Q2
$216K Buy
2,622
+209
+9% +$17.2K 0.12% 77
2022
Q1
$202K Buy
+2,413
New +$202K 0.12% 74