BWP
DD
Baldwin Wealth 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 |
-16,900
| Closed | -$1.36M | – | 513 |
|
|
2017
Q2 | $1.36M | Sell |
16,900
-700
| -4% | -$56.5K | 0.22% | 71 |
|
|
2017
Q1 | $1.41M | Sell |
17,600
-4,749
| -21% | -$382K | 0.23% | 71 |
|
|
2016
Q4 | $1.64M | Sell |
22,349
-150
| -0.7% | -$11K | 0.3% | 56 |
|
|
2016
Q3 | $1.51M | Sell |
22,499
-584
| -3% | -$39.1K | 0.27% | 58 |
|
|
2016
Q2 | $1.5M | Sell |
23,083
-167
| -0.7% | -$10.8K | 0.31% | 56 |
|
|
2016
Q1 | $1.47M | Buy |
23,250
+1,370
| +6% | +$86.7K | 0.26% | 81 |
|
|
2015
Q4 | $1.46M | Sell |
21,880
-35
| -0.2% | -$2.33K | 0.24% | 90 |
|
|
2015
Q3 | $1.06M | Hold |
21,915
| – | -$55.9K | 0.18% | 117 |
|
|
2015
Q2 | $1.4M | Hold |
21,915
| – | – | 0.21% | 104 |
|
|
2015
Q1 | $1.57M | Sell |
21,915
-8,150
| -27% | -$582K | 0.23% | 97 |
|
|
2014
Q4 | $2.22M | Sell |
30,065
-6,600
| -18% | -$488K | 0.32% | 71 |
|
|
2014
Q3 | $2.63M | Buy |
36,665
+30,600
| +505% | +$2.2M | 0.37% | 69 |
|
|
2014
Q2 | $397K | Buy |
6,065
+440
| +8% | +$28.8K | 0.06% | 185 |
|
|
2014
Q1 | $377K | Hold |
5,625
| – | – | 0.06% | 183 |
|
|
2013
Q4 | $365K | Buy |
5,625
+349
| +7% | +$22.6K | 0.06% | 182 |
|
|
2013
Q3 | $309K | Hold |
5,276
| – | – | 0.06% | 187 |
|
|
2013
Q2 | $277K | Buy |
+5,276
| New | +$277K | 0.05% | 182 |
|