Monument Group Wealth Advisors’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,354	Closed	-$205K	–	48
2023 Q4	$205K	Buy	+4,354	New	+$205K	0.17%	43