Creative Planning’s Dominion Energy, Inc. DCUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-50
| Closed | -$2K | – | 4852 |
|
|
2016
Q3 | $2K | Sell |
50
-500
| -91% | -$20K | ﹤0.01% | 4189 |
|
|
2016
Q2 | $29K | Buy |
550
+50
| +10% | +$2.64K | ﹤0.01% | 2513 |
|
|
2016
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2599 |
|
|
2015
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2700 |
|
|
2015
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 2558 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$24K | – | 4068 |
|
|
2015
Q1 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 2582 |
|