AA
DD
Apriem Advisors’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 |
-11,060
| Closed | -$893K | – | 158 |
|
2017
Q2 | $893K | Buy |
11,060
+1
| +0% | +$81 | 0.24% | 59 |
|
2017
Q1 | $888K | Buy |
11,059
+63
| +0.6% | +$5.06K | 0.24% | 57 |
|
2016
Q4 | $807K | Buy |
10,996
+126
| +1% | +$9.25K | 0.24% | 57 |
|
2016
Q3 | $728K | Buy |
+10,870
| New | +$728K | 0.22% | 61 |
|
2014
Q3 | – | Sell |
-1,951
| Closed | -$128K | – | 598 |
|
2014
Q2 | $128K | Buy |
1,951
+100
| +5% | +$6.56K | 0.05% | 136 |
|
2014
Q1 | $124K | Buy |
1,851
+100
| +6% | +$6.7K | 0.05% | 146 |
|
2013
Q4 | $114K | Sell |
1,751
-105
| -6% | -$6.84K | 0.04% | 140 |
|
2013
Q3 | $109K | Buy |
1,856
+105
| +6% | +$6.17K | 0.05% | 144 |
|
2013
Q2 | $92K | Buy |
+1,751
| New | +$92K | 0.05% | 147 |
|