LWP

Lumature Wealth Partners’s Dominion Energy D Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$104K	Buy	+2,000	New	+$104K	0.06%	190
2023 Q1	–	Sell	-13	Closed	-$797	–	403
2022 Q4	$797	Hold	13	–	–	﹤0.01%	374
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	379
2022 Q2	$1K	Buy	+13	New	+$1K	﹤0.01%	394