IWA
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Icon Wealth Advisors’s Dominion Energy D Stock Holding History

Icon Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,108
Closed -$146K – 350
2022
Q3 		$146K Buy
+2,108
New +$146K 0.02% 341