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Sound Financial Strategies Group’s Dominion Energy D Stock Holding History

Sound Financial Strategies Group’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,258
Closed -$551K – 93
2021
Q1 		$551K Buy
7,258
+136
+2% +$10.3K 0.28% 65
2020
Q4 		$536K Buy
+7,122
New +$536K 0.29% 67