BWM
Braver Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $513K | Buy |
8,958
+291
| +3% | +$16.7K | 0.08% | 114 |
|
|
2016
Q3 | $449K | Sell |
8,667
-1,166
| -12% | -$60.4K | 0.08% | 112 |
|
|
2016
Q2 | $489K | Sell |
9,833
-1,931
| -16% | -$96K | 0.08% | 99 |
|
|
2016
Q1 | $598K | Buy |
11,764
+7,417
| +171% | +$377K | 0.1% | 96 |
|
|
2015
Q4 | $224K | Buy |
+4,347
| New | +$224K | 0.05% | 74 |
|
|
2015
Q2 | – | Sell |
-4,700
| Closed | -$226K | – | 87 |
|
|
2015
Q1 | $226K | Hold |
4,700
| – | – | 0.05% | 84 |
|
|
2014
Q4 | $214K | Buy |
4,700
+200
| +4% | +$9.11K | 0.04% | 81 |
|
|
2014
Q3 | $236K | Hold |
4,500
| – | – | 0.07% | 72 |
|
|
2014
Q2 | $232K | Hold |
4,500
| – | – | 0.06% | 81 |
|
|
2014
Q1 | $219K | Buy |
+4,500
| New | +$219K | 0.06% | 73 |
|