Summit Wealth Group’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,116	Closed	–	–	119
2023 Q1	$0	Buy	+27,116	New	–	﹤0.01%	177
2021 Q3	–	Sell	-137	Closed	-$10K	–	89
2021 Q2	$10K	Hold	137	–	–	0.01%	103
2021 Q1	$10K	Buy	+137	New	+$10K	0.02%	99