Polaris Wealth Advisory Group’s Dominion Energy D Stock Holding History

Polaris Wealth Advisory Group’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$5.53M	Sell
2022 Q2	$35.5M	Buy
2022 Q1	$27.4M	Sell
2021 Q4	$24.7M	Buy
2021 Q3	$22.8M	Buy
2018 Q4	–	Sell
2018 Q3	$14K	Buy
2018 Q2	–	Sell
2018 Q1	$7K	Buy