Waterloo Capital’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,650	Closed	-$316K	–	219
2023 Q1	$316K	Buy	+5,650	New	+$316K	0.1%	128