AWA
Acorn Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,875
| Closed | -$598K | – | 169 |
|
|
2021
Q1 | $598K | Hold |
7,875
| – | – | 0.43% | 59 |
|
|
2020
Q4 | $592K | Buy |
+7,875
| New | +$592K | 0.47% | 51 |
|
|
2018
Q2 | – | Sell |
-124
| Closed | -$8K | – | 585 |
|
|
2018
Q1 | $8K | Buy |
124
+1
| +0.8% | +$65 | 0.01% | 543 |
|
|
2017
Q4 | $10K | Buy |
+123
| New | +$10K | 0.01% | 483 |
|