Catamount Wealth Management’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 |
-266
| Closed | -$21K | – | 210 |
|
|
2017
Q2 | $21K | Hold |
266
| – | – | 0.01% | 113 |
|
|
2017
Q1 | $21K | Hold |
266
| – | – | 0.01% | 114 |
|
|
2016
Q4 | $20K | Sell |
266
-8,384
| -97% | -$630K | 0.02% | 103 |
|
|
2016
Q3 | $597K | Sell |
8,650
-19,500
| -69% | -$1.35M | 0.51% | 25 |
|
|
2016
Q2 | $1.82M | Sell |
28,150
-1,300
| -4% | -$84.2K | 2.11% | 12 |
|
|
2016
Q1 | $1.87M | Buy |
29,450
+16,500
| +127% | +$1.04M | 2.16% | 14 |
|
|
2015
Q4 | $862K | Sell |
12,950
-850
| -6% | -$56.6K | 0.78% | 18 |
|
|
2015
Q3 | $665K | Buy |
13,800
+6,429
| +87% | +$310K | 0.67% | 16 |
|
|
2015
Q2 | $448K | Buy |
+7,371
| New | +$448K | 0.35% | 27 |
|