Transcend Capital Advisors’s Dominion Energy D Stock Holding History

Transcend Capital Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$425K	Buy
2025 Q2	$334K	Buy
2022 Q3	–	Sell
2022 Q2	$409K	Sell
2022 Q1	$440K	Buy
2021 Q4	$388K	Buy
2021 Q3	$347K	Sell
2021 Q2	$504K	Buy
2021 Q1	$508K	Buy
2020 Q4	$488K	Buy
2020 Q3	$419K	Buy