Hefty Wealth Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $24K | Hold |
353
| – | – | 0.02% | 164 |
|
|
2017
Q4 | $29K | Hold |
353
| – | – | 0.02% | 156 |
|
|
2017
Q3 | $27K | Hold |
353
| – | – | 0.02% | 153 |
|
|
2017
Q2 | $27K | Hold |
353
| – | – | 0.02% | 141 |
|
|
2017
Q1 | $27K | Hold |
353
| – | – | 0.02% | 144 |
|
|
2016
Q4 | $27K | Hold |
353
| – | – | 0.02% | 140 |
|
|
2016
Q3 | $26K | Hold |
353
| – | – | 0.02% | 150 |
|
|
2016
Q2 | $27K | Hold |
353
| – | – | 0.02% | 120 |
|
|
2016
Q1 | $26K | Hold |
353
| – | – | 0.02% | 125 |
|
|
2015
Q4 | $23K | Buy |
+353
| New | +$23K | 0.02% | 122 |
|