Phoenix Financial’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,790	Closed	-$940K	–	381
2020 Q3	$940K	Sell	12,790 -800	-6%	-$58.8K	0.04%	208
2020 Q2	$1.04M	Sell	13,590 -756	-5%	-$57.7K	0.04%	204
2020 Q1	$1M	Buy	+14,346	New	+$1M	0.05%	205