SFP
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Sterling Financial Planning’s Dominion Energy D Stock Holding History

Sterling Financial Planning’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-383
Closed -$28K – 170
2021
Q3 		$28K Hold
383
– – 0.02% 231
2021
Q2 		$28K Hold
383
– – 0.02% 228
2021
Q1 		$29K Hold
383
– – 0.02% 197
2020
Q4 		$29K Buy
+383
New +$29K 0.02% 187