Quotient Wealth Partners’s Dominion Energy D Stock Holding History

Quotient Wealth Partners’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$408K	Sell
2025 Q2	$441K	Buy
2025 Q1	$427K	Buy
2024 Q4	$408K	Sell
2024 Q3	$443K	Sell
2024 Q2	$379K	Buy
2024 Q1	$337K	Sell
2023 Q4	$450K	Buy