Arete Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,351
| Closed | -$432K | – | 282 |
|
|
2017
Q2 | $432K | Buy |
5,351
+900
| +20% | +$72.7K | 0.2% | 143 |
|
|
2017
Q1 | $358K | Buy |
4,451
+350
| +9% | +$28.2K | 0.16% | 135 |
|
|
2016
Q4 | $301K | Buy |
4,101
+303
| +8% | +$22.2K | 0.14% | 130 |
|
|
2016
Q3 | $254K | Hold |
3,798
| – | – | 0.15% | 120 |
|
|
2016
Q2 | $246K | Buy |
3,798
+550
| +17% | +$35.6K | 0.15% | 114 |
|
|
2016
Q1 | $206K | Sell |
3,248
-22
| -0.7% | -$1.4K | 0.12% | 134 |
|
|
2015
Q4 | $218K | Buy |
+3,270
| New | +$218K | 0.13% | 115 |
|