Marietta 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
2020
Q3
Sell
-6,546
Closed -$531K 103
2020
Q2
$531K Buy
6,546
+37
+0.6% +$3K 0.18% 85
2020
Q1
$470K Buy
6,509
+1,139
+21% +$82.2K 0.18% 87
2019
Q4
$445K Buy
5,370
+325
+6% +$26.9K 0.15% 93
2019
Q3
$409K Buy
+5,045
New +$409K 0.15% 98