WKWM
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Walter & Keenan Wealth Management’s Dominion Energy D Stock Holding History

Walter & Keenan Wealth Management’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,590
Closed -$210K – 142
2020
Q2 		$210K Buy
+2,590
New +$210K 0.09% 136