SVWA
D icon

Sound View Wealth Advisors’s Dominion Energy D Stock Holding History

Sound View Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$780K Buy
10,178
+1,933
+23% +$148K 0.24% 106
2018
Q4 		$589K Buy
+8,245
New +$589K 0.21% 114