NWM
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Navigoe Wealth Management’s Dominion Energy D Stock Holding History

Navigoe Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31K Hold
550
– – 0.02% 80
2025
Q1 		$30K Hold
550
– – 0.03% 79
2024
Q4 		$29K Buy
+550
New +$29K 0.03% 82