SF
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Safeguard Financial’s Dominion Energy D Stock Holding History

Safeguard Financial’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-241
Closed -$12K – 168
2023
Q2 		$12K Buy
+241
New +$12K 0.01% 313