AP
DD
Appleton Partners’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-36,368
| Closed | -$2.94M | – | 256 |
|
|
2017
Q2 | $2.94M | Sell |
36,368
-450
| -1% | -$36.3K | 0.49% | 67 |
|
|
2017
Q1 | $2.96M | Sell |
36,818
-2,201
| -6% | -$177K | 0.54% | 62 |
|
|
2016
Q4 | $2.86M | Sell |
39,019
-4,809
| -11% | -$353K | 0.58% | 53 |
|
|
2016
Q3 | $2.94M | Sell |
43,828
-1,425
| -3% | -$95.4K | 0.55% | 59 |
|
|
2016
Q2 | $2.93M | Sell |
45,253
-2,077
| -4% | -$135K | 0.6% | 56 |
|
|
2016
Q1 | $3M | Sell |
47,330
-5,576
| -11% | -$353K | 0.59% | 59 |
|
|
2015
Q4 | $3.52M | Sell |
52,906
-1,501
| -3% | -$100K | 0.7% | 52 |
|
|
2015
Q3 | $2.62M | Sell |
54,407
-2,572
| -5% | -$124K | 0.6% | 59 |
|
|
2015
Q2 | $3.64M | Buy |
56,979
+520
| +0.9% | +$33.3K | 0.82% | 46 |
|
|
2015
Q1 | $4.04M | Sell |
56,459
-4,055
| -7% | -$290K | 0.91% | 40 |
|
|
2014
Q4 | $4.47M | Sell |
60,514
-214
| -0.4% | -$15.8K | 1.02% | 39 |
|
|
2014
Q3 | $4.36M | Sell |
60,728
-805
| -1% | -$57.8K | 1.02% | 40 |
|
|
2014
Q2 | $4.03M | Sell |
61,533
-1,361
| -2% | -$89.1K | 0.94% | 44 |
|
|
2014
Q1 | $4.22M | Buy |
62,894
+1,136
| +2% | +$76.2K | 1% | 44 |
|
|
2013
Q4 | $4.01M | Buy |
61,758
+1,594
| +3% | +$104K | 0.96% | 43 |
|
|
2013
Q3 | $3.52M | Sell |
60,164
-758
| -1% | -$44.4K | 0.94% | 42 |
|
|
2013
Q2 | $3.2M | Buy |
+60,922
| New | +$3.2M | 0.92% | 42 |
|