Squar Milner Financial Services’s Dominion Energy D Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell
2020 Q2	$436K	Buy
2020 Q1	$351K	Buy
2019 Q4	$377K	Sell
2019 Q3	$449K	Buy
2019 Q2	$288K	Buy
2019 Q1	$265K	Sell
2018 Q4	$298K	Sell
2018 Q3	$298K	Buy
2018 Q2	$257K	Buy