Hefty Wealth Partners’s Dominion Energy D Stock Holding History

Hefty Wealth Partners’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$24K	Hold
2017 Q4	$29K	Hold
2017 Q3	$27K	Hold
2017 Q2	$27K	Hold
2017 Q1	$27K	Hold
2016 Q4	$27K	Hold
2016 Q3	$26K	Hold
2016 Q2	$27K	Hold
2016 Q1	$26K	Hold
2015 Q4	$23K	Buy