JA
JOYN Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $232K | Buy |
3,211
+597
| +23% | +$43.1K | 0.08% | 88 |
|
|
2019
Q4 | $217K | Sell |
2,614
-26
| -1% | -$2.16K | 0.05% | 113 |
|
|
2019
Q3 | $214K | Buy |
+2,640
| New | +$214K | 0.05% | 107 |
|
|
2019
Q1 | – | Sell |
-2,032
| Closed | -$145K | – | 419 |
|
|
2018
Q4 | $145K | Buy |
2,032
+125
| +7% | +$8.92K | 0.03% | 147 |
|
|
2018
Q3 | $134K | Buy |
1,907
+88
| +5% | +$6.18K | 0.03% | 175 |
|
|
2018
Q2 | $124K | Buy |
1,819
+1,806
| +13,892% | +$123K | 0.03% | 185 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1167 |
|