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Whipplewood Advisors’s Dominion Energy D Stock Holding History

Whipplewood Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02K Sell
18
-32
-64% -$1.81K ﹤0.01% 1015
2025
Q1 		$505 Buy
50
+41
+456% +$414 ﹤0.01% 1125
2024
Q4 		$485 Buy
+9
New +$485 ﹤0.01% 1119