BSW Wealth Partners’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 |
-2,939
| Closed | -$237K | – | 94 |
|
|
2017
Q2 | $237K | Buy |
2,939
+14
| +0.5% | +$1.13K | 0.11% | 69 |
|
|
2017
Q1 | $235K | Sell |
2,925
-236
| -7% | -$19K | 0.12% | 64 |
|
|
2016
Q4 | $232K | Buy |
3,161
+2,950
| +1,398% | +$217K | 0.12% | 66 |
|
|
2016
Q3 | $3.15K | Buy |
+211
| New | +$3.15K | 0.11% | 61 |
|
|
2016
Q1 | – | Sell |
-3,081
| Closed | -$205K | – | 68 |
|
|
2015
Q4 | $205K | Buy |
+3,081
| New | +$205K | 0.1% | 59 |
|