JAG
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Journey Advisory Group’s Dominion Energy D Stock Holding History

Journey Advisory Group’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,059
Closed -$225K – 198
2021
Q2 		$225K Sell
3,059
-534
-15% -$39.3K 0.07% 190
2021
Q1 		$273K Sell
3,593
-236
-6% -$17.9K 0.1% 162
2020
Q4 		$288K Buy
+3,829
New +$288K 0.11% 144