DOM
Creative Planning’s DOMINION RES BLACK WARRIOR TR DOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-23,258
| Closed | -$8K | – | 4634 |
|
|
2015
Q4 | $8K | Hold |
23,258
| – | – | ﹤0.01% | 3419 |
|
|
2015
Q3 | $33K | Buy |
23,258
+400
| +2% | +$568 | ﹤0.01% | 2348 |
|
|
2015
Q2 | $80K | Sell |
22,858
-826
| -3% | -$2.89K | ﹤0.01% | 975 |
|
|
2015
Q1 | $154K | Buy |
23,684
+826
| +4% | +$5.37K | ﹤0.01% | 1323 |
|
|
2014
Q4 | $130K | Hold |
22,858
| – | – | ﹤0.01% | 1399 |
|
|
2014
Q3 | $165K | Hold |
22,858
| – | – | ﹤0.01% | 1170 |
|
|
2014
Q2 | $138K | Sell |
22,858
-9,700
| -30% | -$58.6K | ﹤0.01% | 1233 |
|
|
2014
Q1 | $223K | Buy |
32,558
+29,758
| +1,063% | +$204K | ﹤0.01% | 948 |
|
|
2013
Q4 | $16K | Buy |
2,800
+2,000
| +250% | +$11.4K | ﹤0.01% | 2337 |
|
|
2013
Q3 | $4K | Buy |
800
+500
| +167% | +$2.5K | ﹤0.01% | 2848 |
|
|
2013
Q2 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 3021 |
|