SWA
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Sax Wealth Advisors’s Dominion Energy D Stock Holding History

Sax Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Buy
6,166
+2,074
+51% +$117K 0.02% 313
2025
Q1 		$229K Buy
+4,092
New +$229K 0.02% 334