SIMA Wealth Partners’s Dominion Energy D Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4K	Hold
2025 Q4	$11.7K	Hold
2025 Q3	$12.2K	Sell
2025 Q2	$19.7K	Sell
2025 Q1	$41.8K	Sell
2024 Q4	$62.1K	Buy
2024 Q3	$57.1K	Hold
2024 Q2	$48.4K	Buy