Buckingham Strategic 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 |
-11,978
| Closed | -$967K | – | 313 |
|
2017
Q2 | $967K | Buy |
11,978
+2,266
| +23% | +$183K | 0.23% | 100 |
|
2017
Q1 | $780K | Buy |
9,712
+180
| +2% | +$14.5K | 0.23% | 91 |
|
2016
Q4 | $700K | Sell |
9,532
-147
| -2% | -$10.8K | 0.23% | 88 |
|
2016
Q3 | $648K | Sell |
9,679
-437
| -4% | -$29.3K | 0.22% | 99 |
|
2016
Q2 | $656K | Buy |
10,116
+1,023
| +11% | +$66.3K | 0.22% | 91 |
|
2016
Q1 | $576K | Buy |
9,093
+1,130
| +14% | +$71.6K | 0.19% | 97 |
|
2015
Q4 | $530K | Buy |
7,963
+312
| +4% | +$20.8K | 0.18% | 103 |
|
2015
Q3 | $369K | Sell |
7,651
-3,712
| -33% | -$179K | 0.13% | 117 |
|
2015
Q2 | $690K | Sell |
11,363
-605
| -5% | -$36.7K | 0.23% | 86 |
|
2015
Q1 | $812K | Buy |
11,968
+396
| +3% | +$26.9K | 0.31% | 61 |
|
2014
Q4 | $813K | Buy |
11,572
+1,374
| +13% | +$96.5K | 0.31% | 60 |
|
2014
Q3 | $695K | Sell |
10,198
-483
| -5% | -$32.9K | 0.29% | 66 |
|
2014
Q2 | $664K | Sell |
10,681
-9
| -0.1% | -$559 | 0.29% | 67 |
|
2014
Q1 | $681K | Sell |
10,690
-790
| -7% | -$50.3K | 0.32% | 58 |
|
2013
Q4 | $708K | Hold |
11,480
| – | – | 0.33% | 56 |
|
2013
Q3 | $638K | Sell |
11,480
-1,024
| -8% | -$56.9K | 0.34% | 56 |
|
2013
Q2 | $623K | Buy |
+12,504
| New | +$623K | 0.35% | 53 |
|