WR Wealth Planners’s Dominion Energy D Stock Holding History

WR Wealth Planners’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.96K	Buy
2024 Q3	$10.3K	Hold
2024 Q2	$8.72K	Sell
2024 Q1	$10.7K	Buy
2023 Q4	–	Sell
2023 Q3	$1.97K	Buy
2023 Q2	–	Sell
2023 Q1	$2.24K	Buy