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Scissortail Wealth Management’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,690
Closed -$258K 145
2023
Q4
$258K Buy
+5,690
New +$258K 0.08% 134
2023
Q1
Sell
-12,480
Closed -$743K 61
2022
Q4
$743K Buy
+12,480
New +$743K 0.43% 48