Oak Family Advisors’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	-36,769	Closed	-$2.79M	–	97
2021 Q1	$2.79M	Buy	36,769 +13,371	+57%	+$1.02M	1.21%	17
2020 Q4	$1.76M	Buy	+23,398	New	+$1.76M	0.91%	26