Wellesley Investment Partners’s Dominion Energy D Stock Holding History

Wellesley Investment Partners’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
2018 Q2	–	Sell
2018 Q1	$237K	Sell
2017 Q4	$311K	Buy
2017 Q3	$295K	Sell
2017 Q2	$989K	Buy
2017 Q1	$989K	Buy
2016 Q4	$926K	Buy
2016 Q3	$803K	Buy
2016 Q2	$836K	Buy
2016 Q1	$747K	Buy
2015 Q4	$655K	Buy