Live Oak Private Wealth’s Dominion Energy D Stock Holding History

Live Oak Private Wealth’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$4.27M	Buy
2020 Q3	$4.17M	Sell
2020 Q2	$4.47M	Buy