Schechter Investment Advisors’s Dominion Energy D Stock Holding History

Schechter Investment Advisors’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
2024 Q4	–	Sell
2024 Q3	$211K	Buy
2023 Q3	–	Sell
2023 Q2	$223K	Buy
2023 Q1	$212K	Buy
2022 Q4	–	Sell
2022 Q3	$576K	Sell
2022 Q2	$733K	Buy
2022 Q1	$744K	Buy
2021 Q4	$641K	Buy