TriaGen Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,743
Closed -$208K 188
2021
Q1
$208K Sell
2,743
-300
-10% -$22.7K 0.12% 160
2020
Q4
$229K Buy
+3,043
New +$229K 0.13% 156