Ullmann Wealth Partners Group’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-476
Closed -$36K 68
2017
Q2
$36K Sell
476
-24
-5% -$1.82K 0.03% 98
2017
Q1
$38K Buy
+500
New +$38K 0.03% 88