BWA
DD
Burt Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,417
| Closed | -$114K | – | 433 |
|
|
2017
Q2 | $114K | Hold |
1,417
| – | – | 0.08% | 110 |
|
|
2017
Q1 | $114K | Hold |
1,417
| – | – | 0.08% | 100 |
|
|
2016
Q4 | $104K | Hold |
1,417
| – | – | 0.09% | 112 |
|
|
2016
Q3 | $94K | Hold |
1,417
| – | – | 0.1% | 107 |
|
|
2016
Q2 | $91K | Sell |
1,417
-75
| -5% | -$4.82K | 0.1% | 106 |
|
|
2016
Q1 | $94K | Buy |
1,492
+375
| +34% | +$23.6K | 0.09% | 116 |
|
|
2015
Q4 | $74K | Hold |
1,117
| – | – | 0.06% | 123 |
|
|
2015
Q3 | $53K | Hold |
1,117
| – | – | 0.07% | 132 |
|
|
2015
Q2 | $71K | Hold |
1,117
| – | – | 0.08% | 128 |
|
|
2015
Q1 | $79K | Hold |
1,117
| – | – | 0.08% | 111 |
|
|
2014
Q4 | $83K | Buy |
+1,117
| New | +$83K | 0.09% | 107 |
|