LWA
Lowe Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-50
| Closed | -$4K | – | 264 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 198 |
|
|
2018
Q1 | – | Sell |
-125
| Closed | -$10K | – | 247 |
|
|
2017
Q4 | $10K | Hold |
125
| – | – | 0.01% | 154 |
|
|
2017
Q3 | $10K | Hold |
125
| – | – | 0.01% | 150 |
|
|
2017
Q2 | $10K | Hold |
125
| – | – | 0.01% | 133 |
|
|
2017
Q1 | $10K | Hold |
125
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $10K | Hold |
125
| – | – | 0.01% | 132 |
|
|
2016
Q3 | $9K | Hold |
125
| – | – | 0.01% | 142 |
|
|
2016
Q2 | $10K | Hold |
125
| – | – | 0.01% | 132 |
|
|
2016
Q1 | $9K | Hold |
125
| – | – | 0.01% | 132 |
|
|
2015
Q4 | $8K | Hold |
125
| – | – | 0.01% | 136 |
|
|
2015
Q3 | $9K | Buy |
+125
| New | +$9K | 0.01% | 131 |
|