LifeSteps Financial’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,364
Closed -$67.1K 154
2024
Q1
$67.1K Buy
+1,364
New +$67.1K 0.05% 133