Walled Lake Planning & Wealth Management’s Dominion Energy D Stock Holding History

Walled Lake Planning & Wealth Management’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
2026 Q1	$240K	Buy
2021 Q4	–	Sell
2021 Q3	$13K	Sell
2021 Q2	$17K	Hold
2021 Q1	$17K	Buy
2020 Q4	$17K	Sell
2020 Q3	$19K	Sell
2020 Q2	$4.93M	Sell
2020 Q1	$4.43M	Sell
2019 Q4	$5.17M	Buy