LWM
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Lionsbridge Wealth Management’s Dominion Energy D Stock Holding History

Lionsbridge Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-231
Closed -$18K – 90
2019
Q4 		$18K Buy
+231
New +$18.9K 0.02% 97

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Lionsbridge Wealth Management's D Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Dominion Energy (D) in Q1 2020, closing a stake of 231 shares — an estimated $18K sold.

Lionsbridge Wealth Management first reported a position in D in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 1,398 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 231 Dominion Energy shares in Q1 2020, an estimated $18K.
  • Lionsbridge Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Dominion Energy position peaked at $18K in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.