BA
BKS Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,329
| Closed | -$237K | – | 220 |
|
|
2017
Q4 | $237K | Buy |
3,329
+700
| +27% | +$49.8K | 0.09% | 180 |
|
|
2017
Q3 | $182K | Buy |
+2,629
| New | +$182K | 0.07% | 200 |
|
|
2017
Q1 | – | Sell |
-6,870
| Closed | -$393K | – | 201 |
|
|
2016
Q4 | $393K | Sell |
6,870
-1,330
| -16% | -$76.1K | 0.18% | 121 |
|
|
2016
Q3 | $425K | Hold |
8,200
| – | – | 0.2% | 104 |
|
|
2016
Q2 | $408K | Sell |
8,200
-39,101
| -83% | -$1.95M | 0.21% | 104 |
|
|
2016
Q1 | $2.41M | Sell |
47,301
-4,537
| -9% | -$231K | 1.25% | 20 |
|
|
2015
Q4 | $2.67M | Sell |
51,838
-7,058
| -12% | -$363K | 1.37% | 20 |
|
|
2015
Q3 | $2.5M | Buy |
58,896
+904
| +2% | +$38.3K | 1.39% | 22 |
|
|
2015
Q2 | $2.97M | Buy |
57,992
+1,050
| +2% | +$53.7K | 1.42% | 23 |
|
|
2015
Q1 | $2.73M | Buy |
+56,942
| New | +$2.73M | 1.3% | 25 |
|