SWMG
Signature Wealth Management Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,406
| Closed | -$102K | – | 122 |
|
|
2018
Q3 | $102K | Hold |
1,406
| – | – | 0.08% | 83 |
|
|
2018
Q2 | $96K | Hold |
1,406
| – | – | 0.07% | 84 |
|
|
2018
Q1 | $95K | Sell |
1,406
-49
| -3% | -$3.31K | 0.07% | 81 |
|
|
2017
Q4 | $118K | Buy |
+1,455
| New | +$118K | 0.09% | 73 |
|