Triad Wealth Partners’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	5,686 +656	+13%	+$37.1K	0.06%	206
2025 Q1	$282K	Buy	+5,030	New	+$282K	0.09%	171
2024 Q3	–	Sell	-664	Closed	-$32.5K	–	243
2024 Q2	$32.5K	Buy	+664	New	+$32.5K	0.02%	282