Transform Wealth’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,292	Closed	-$222K	–	241
2023 Q2	$222K	Buy	4,292 +6	+0.1%	+$311	0.02%	238
2023 Q1	$240K	Buy	+4,286	New	+$240K	0.02%	229