Wealthfront’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-837
| Closed | -$88K | – | 1240 |
|
|
2015
Q3 | $88K | Sell |
837
-822
| -50% | -$86.4K | ﹤0.01% | 434 |
|
|
2015
Q2 | $202K | Sell |
1,659
-45
| -3% | -$5.48K | 0.01% | 263 |
|
|
2015
Q1 | $219K | Buy |
1,704
+247
| +17% | +$31.7K | 0.01% | 230 |
|
|
2014
Q4 | $176K | Buy |
1,457
+355
| +32% | +$42.9K | 0.01% | 247 |
|
|
2014
Q3 | $129K | Buy |
1,102
+128
| +13% | +$15K | 0.01% | 240 |
|
|
2014
Q2 | $109K | Buy |
974
+360
| +59% | +$40.3K | 0.01% | 207 |
|
|
2014
Q1 | $64K | Buy |
+614
| New | +$64K | 0.01% | 211 |
|