MPS Loria Financial Planners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-59
Closed -$4K 217
2021
Q1
$4K Hold
59
﹤0.01% 358
2020
Q4
$4K Buy
+59
New +$4K ﹤0.01% 381
2017
Q3
Sell
-1,326
Closed -$103K 145
2017
Q2
$103K Buy
+1,326
New +$103K 0.07% 112