SteelPeak Wealth’s Dominion Energy D Stock Holding History

SteelPeak Wealth’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
2025 Q3	$816K	Buy
2025 Q2	–	Sell
2025 Q1	$1.08M	Buy
2024 Q4	$918K	Buy
2024 Q3	$892K	Sell
2024 Q2	$899K	Buy
2024 Q1	$799K	Buy
2020 Q3	–	Sell
2020 Q2	$204K	Sell
2020 Q1	$212K	Sell
2019 Q4	$627K	Buy