IWP
DM
Icon Wealth Partners’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,824
| Closed | -$176K | – | 275 |
|
|
2018
Q3 | $176K | Buy |
9,824
+1,252
| +15% | +$22.4K | 0.07% | 186 |
|
|
2018
Q2 | $117K | Buy |
8,572
+1,015
| +13% | +$13.9K | 0.05% | 215 |
|
|
2018
Q1 | $116K | Buy |
7,557
+3,571
| +90% | +$54.8K | 0.06% | 231 |
|
|
2017
Q4 | $121K | Buy |
+3,986
| New | +$121K | 0.06% | 243 |
|