Triad Financial Advisors’s Dominion Energy D Stock Holding History

Triad Financial Advisors’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$242K	Sell
2023 Q1	$268K	Sell
2022 Q4	$294K	Sell
2022 Q3	$369K	Sell
2022 Q2	$435K	Sell
2022 Q1	$464K	Sell
2021 Q4	$454K	Buy