Bison Wealth’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 |
-3,979
| Closed | -$321K | – | 206 |
|
|
2017
Q2 | $321K | Hold |
3,979
| – | – | 0.27% | 105 |
|
|
2017
Q1 | $320K | Buy |
3,979
+480
| +14% | +$38.6K | 0.28% | 103 |
|
|
2016
Q4 | $257K | Buy |
3,499
+210
| +6% | +$15.4K | 0.22% | 129 |
|
|
2016
Q3 | $220K | Sell |
3,289
-215
| -6% | -$14.4K | 0.19% | 151 |
|
|
2016
Q2 | $227K | Hold |
3,504
| – | – | 0.14% | 169 |
|
|
2016
Q1 | $222K | Sell |
3,504
-639
| -15% | -$40.5K | 0.14% | 165 |
|
|
2015
Q4 | $276K | Buy |
+4,143
| New | +$276K | 0.16% | 165 |
|
|
2015
Q3 | – | Sell |
-4,387
| Closed | -$253K | – | 277 |
|
|
2015
Q2 | $253K | Sell |
4,387
-6,279
| -59% | -$362K | 0.15% | 183 |
|
|
2015
Q1 | $724K | Buy |
10,666
+1,506
| +16% | +$102K | 0.44% | 72 |
|
|
2014
Q4 | $643K | Buy |
+9,160
| New | +$643K | 0.49% | 65 |
|