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My Personal CFO LLC’s Dominion Energy D Stock Holding History

My Personal CFO LLC’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28
Closed -$1.72K – 243
2022
Q4 		$1.72K Buy
+28
New +$1.72K ﹤0.01% 542