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IAG Wealth Partners’s Dominion Energy D Stock Holding History

IAG Wealth Partners’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
2020
Q2 		– Sell
-16
Closed -$2K – 423
2020
Q1 		$2K Sell
16
-150
-90% -$12.2K ﹤0.01% 331
2019
Q4 		$14K Buy
+166
New +$13.6K 0.01% 213

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IAG Wealth Partners's D Position: Q2 2020 in Review

IAG Wealth Partners sold out of Dominion Energy (D) in Q2 2020, closing a stake of 16 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in D in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • IAG Wealth Partners reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 16 Dominion Energy shares in Q2 2020, an estimated $2K.
  • IAG Wealth Partners first reported a position in Dominion Energy in Q4 2019 and held it in 2 quarters.
  • IAG Wealth Partners's Dominion Energy position peaked at $14K in Q4 2019.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.