Walkner Condon Financial Advisors’s Dominion Energy D Stock Holding History

Walkner Condon 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
2025 Q3	$212K	Buy
2022 Q3	–	Sell
2022 Q2	$212K	Buy
2022 Q1	$213K	Buy
2020 Q4	–	Sell
2020 Q3	$203K	Buy
2020 Q2	$207K	Buy
2020 Q1	–	Sell
2019 Q4	$219K	Buy