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Trek Financial’s Dominion Energy D Stock Holding History

Trek Financial’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,521
Closed -$515K – 215
2020
Q3 		$515K Buy
6,521
+1,557
+31% +$123K 0.08% 87
2020
Q2 		$403K Buy
+4,964
New +$403K 0.06% 100