Planning Solutions Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$460K Sell
5,950
-191
-3% -$14.8K 0.24% 80
2019
Q1
$471K Buy
6,141
+608
+11% +$46.6K 0.25% 77
2018
Q4
$395K Buy
+5,533
New +$395K 0.24% 78