Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,680
| Closed | -$129K | – | 303 |
|
|
2019
Q1 | $129K | Buy |
1,680
+188
| +13% | +$14.4K | 0.05% | 196 |
|
|
2018
Q4 | $107K | Sell |
1,492
-279
| -16% | -$20K | 0.05% | 205 |
|
|
2018
Q3 | $124K | Sell |
1,771
-668
| -27% | -$46.8K | 0.05% | 232 |
|
|
2018
Q2 | $166K | Sell |
2,439
-25
| -1% | -$1.7K | 0.07% | 176 |
|
|
2018
Q1 | $166K | Buy |
2,464
+25
| +1% | +$1.68K | 0.09% | 182 |
|
|
2017
Q4 | $198K | Buy |
+2,439
| New | +$198K | 0.1% | 175 |
|