Wealthfront’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.32M | Sell |
32,963
-3,289
| -9% | -$231K | 0.02% | 109 |
|
|
2018
Q2 | $2.47M | Buy |
36,252
+3,021
| +9% | +$206K | 0.03% | 101 |
|
|
2018
Q1 | $2.24M | Buy |
33,231
+6,289
| +23% | +$424K | 0.02% | 119 |
|
|
2017
Q4 | $2.18M | Buy |
26,942
+17,066
| +173% | +$1.38M | 0.02% | 114 |
|
|
2017
Q3 | $760K | Sell |
9,876
-1,084
| -10% | -$83.4K | 0.01% | 243 |
|
|
2017
Q2 | $840K | Buy |
10,960
+3,454
| +46% | +$265K | 0.01% | 180 |
|
|
2017
Q1 | $582K | Sell |
7,506
-417
| -5% | -$32.3K | 0.01% | 198 |
|
|
2016
Q4 | $607K | Buy |
7,923
+2,126
| +37% | +$163K | 0.01% | 162 |
|
|
2016
Q3 | $431K | Buy |
5,797
+1,174
| +25% | +$87.3K | 0.01% | 208 |
|
|
2016
Q2 | $360K | Buy |
4,623
+219
| +5% | +$17.1K | 0.01% | 224 |
|
|
2016
Q1 | $331K | Buy |
+4,404
| New | +$331K | 0.01% | 228 |
|
|
2015
Q4 | – | Sell |
-6,384
| Closed | -$449K | – | 449 |
|
|
2015
Q3 | $449K | Buy |
6,384
+3,368
| +112% | +$237K | 0.02% | 146 |
|
|
2015
Q2 | $202K | Buy |
3,016
+627
| +26% | +$42K | 0.01% | 262 |
|
|
2015
Q1 | $169K | Sell |
2,389
-547
| -19% | -$38.7K | 0.01% | 278 |
|
|
2014
Q4 | $226K | Buy |
2,936
+1,273
| +77% | +$98K | 0.01% | 183 |
|
|
2014
Q3 | $115K | Sell |
1,663
-210
| -11% | -$14.5K | 0.01% | 263 |
|
|
2014
Q2 | $129K | Buy |
1,873
+701
| +60% | +$48.3K | 0.01% | 171 |
|
|
2014
Q1 | $83K | Buy |
+1,172
| New | +$83K | 0.01% | 166 |
|