KA
Kaizen Advisory’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $127K | Buy |
1,782
+308
| +21% | +$22K | 0.09% | 194 |
|
|
2018
Q3 | $104K | Hold |
1,474
| – | – | 0.05% | 224 |
|
|
2018
Q2 | $100K | Buy |
1,474
+851
| +137% | +$57.7K | 0.05% | 228 |
|
|
2018
Q1 | $42K | Hold |
623
| – | – | 0.04% | 218 |
|
|
2017
Q4 | $51K | Buy |
+623
| New | +$51K | 0.03% | 192 |
|