Lake Point 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
2019
Q2
$6K Hold
74
﹤0.01% 396
2019
Q1
$6K Sell
74
-7,989
-99% -$648K ﹤0.01% 396
2018
Q4
$576K Buy
+8,063
New +$576K 0.22% 80