BWM
DD
Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,470
| Closed | -$925K | – | 98 |
|
|
2015
Q2 | $925K | Buy |
+14,470
| New | +$925K | 0.23% | 62 |
|
|
2015
Q1 | – | Sell |
-13,735
| Closed | -$1.02M | – | 100 |
|
|
2014
Q4 | $1.02M | Buy |
13,735
+3,029
| +28% | +$224K | 0.21% | 58 |
|
|
2014
Q3 | $768K | Buy |
10,706
+108
| +1% | +$7.75K | 0.23% | 58 |
|
|
2014
Q2 | $694K | Buy |
10,598
+34
| +0.3% | +$2.23K | 0.18% | 67 |
|
|
2014
Q1 | $708K | Sell |
10,564
-10,756
| -50% | -$721K | 0.2% | 58 |
|
|
2013
Q4 | $1.39M | Sell |
21,320
-993
| -4% | -$64.5K | 0.48% | 44 |
|
|
2013
Q3 | $1.31M | Buy |
22,313
+13
| +0.1% | +$761 | 0.45% | 43 |
|
|
2013
Q2 | $1.17M | Buy |
+22,300
| New | +$1.17M | 0.54% | 39 |
|