Wetzel Investment Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-140
Closed -$6.89K 286
2024
Q2
$6.89K Hold
140
﹤0.01% 517
2024
Q1
$6.8K Hold
140
﹤0.01% 618
2023
Q4
$7K Buy
+140
New +$7K ﹤0.01% 598