Meristem Family Wealth’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,613	Closed	-$205K	–	357
2021 Q4	$205K	Sell	2,613 -3,145	-55%	-$247K	0.02%	368
2021 Q3	$420K	Buy	5,758 +167	+3%	+$12.2K	0.04%	248
2021 Q2	$411K	Buy	+5,591	New	+$411K	0.06%	192