Omnia Family Wealth’s Dominion Energy D Stock Holding History

Omnia Family Wealth’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell
2019 Q1	$203K	Sell
2018 Q4	$200K	Sell
2018 Q3	$198K	Sell
2018 Q2	$315K	Sell
2018 Q1	$396K	Buy
2017 Q4	$402K	Buy
2017 Q3	$381K	Sell
2017 Q2	$383K	Buy
2017 Q1	$386K	Buy
2016 Q4	$380K	Buy