LWMI
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Legacy Wealth Management (Idaho)’s Dominion Energy D Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-321
Closed -$18.2K – 761
2024
Q3 		$18.2K Buy
+321
New +$18.2K 0.01% 235