WFG Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.27M | Buy |
16,529
+2,021
| +14% | +$155K | 0.29% | 92 |
|
|
2017
Q1 | $1.13M | Sell |
14,508
-1,007
| -6% | -$78.1K | 0.3% | 79 |
|
|
2016
Q4 | $1.19M | Buy |
15,515
+3,909
| +34% | +$299K | 0.29% | 91 |
|
|
2016
Q3 | $862K | Sell |
11,606
-3,240
| -22% | -$241K | 0.21% | 114 |
|
|
2016
Q2 | $1.16M | Buy |
14,846
+10,514
| +243% | +$819K | 0.31% | 83 |
|
|
2016
Q1 | $325K | Sell |
4,332
-1,036
| -19% | -$77.7K | 0.09% | 215 |
|
|
2015
Q4 | $363K | Sell |
5,368
-663
| -11% | -$44.8K | 0.11% | 198 |
|
|
2015
Q3 | $424K | Buy |
6,031
+810
| +16% | +$56.9K | 0.13% | 171 |
|
|
2015
Q2 | $349K | Sell |
5,221
-4,064
| -44% | -$272K | 0.1% | 225 |
|
|
2015
Q1 | $658K | Sell |
9,285
-746
| -7% | -$52.9K | 0.18% | 128 |
|
|
2014
Q4 | $771K | Sell |
10,031
-163
| -2% | -$12.5K | 0.16% | 147 |
|
|
2014
Q3 | $704K | Sell |
10,194
-90
| -0.9% | -$6.22K | 0.13% | 186 |
|
|
2014
Q2 | $736K | Sell |
10,284
-145
| -1% | -$10.4K | 0.14% | 184 |
|
|
2014
Q1 | $740K | Sell |
10,429
-4,739
| -31% | -$336K | 0.15% | 175 |
|
|
2013
Q4 | $981K | Buy |
15,168
+1,270
| +9% | +$82.1K | 0.14% | 172 |
|
|
2013
Q3 | $868K | Sell |
13,898
-811
| -6% | -$50.7K | 0.13% | 181 |
|
|
2013
Q2 | $836K | Buy |
+14,709
| New | +$836K | 0.14% | 179 |
|