Integrated Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$490K Buy
2016
Q4
$435K Buy
2016
Q3
$415K Buy
2016
Q2
$390K Buy
2016
Q1
$282K Buy
2015
Q4
$227K Buy
2015
Q3
$118K Buy
2015
Q2
$101K Sell
2015
Q1
$108K Buy