AWM
DD
Avior Wealth Management’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
Q4 | – | Sell |
-115
| Closed | -$7K | – | 816 |
|
|
2017
Q3 | $7K | Sell |
115
-250
| -68% | -$15.2K | ﹤0.01% | 370 |
|
|
2017
Q2 | $28K | Hold |
365
| – | – | 0.01% | 233 |
|
|
2017
Q1 | $28K | Hold |
365
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $26K | Sell |
365
-670
| -65% | -$47.7K | 0.01% | 268 |
|
|
2016
Q3 | $69K | Buy |
1,035
+725
| +234% | +$48.3K | 0.03% | 199 |
|
|
2016
Q2 | $20K | Buy |
310
+115
| +59% | +$7.42K | 0.01% | 284 |
|
|
2016
Q1 | $12K | Hold |
195
| – | – | 0.01% | 335 |
|
|
2015
Q4 | $13K | Hold |
195
| – | – | 0.01% | 300 |
|
|
2015
Q3 | $9K | Buy |
195
+120
| +160% | +$5.54K | 0.01% | 291 |
|
|
2015
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 316 |
|