Concert Wealth Management’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,830
| Closed | -$784K | – | 211 |
|
|
2017
Q1 | $784K | Buy |
6,830
+417
| +7% | +$47.9K | 0.18% | 169 |
|
|
2016
Q4 | $735K | Sell |
6,413
-7,101
| -53% | -$814K | 0.16% | 189 |
|
|
2016
Q3 | $1.41M | Sell |
13,514
-8,145
| -38% | -$850K | 0.17% | 149 |
|
|
2016
Q2 | $2.18M | Sell |
21,659
-2,059
| -9% | -$207K | 0.3% | 79 |
|
|
2016
Q1 | $2.43M | Buy |
23,718
+3,593
| +18% | +$368K | 0.33% | 66 |
|
|
2015
Q4 | $2.08M | Buy |
20,125
+13,709
| +214% | +$1.41M | 0.28% | 83 |
|
|
2015
Q3 | $544K | Sell |
6,416
-17,533
| -73% | -$1.49M | 0.07% | 342 |
|
|
2015
Q2 | $2.47M | Sell |
23,949
-911
| -4% | -$93.8K | 0.32% | 64 |
|
|
2015
Q1 | $2.14M | Buy |
24,860
+735
| +3% | +$63.3K | 0.61% | 35 |
|
|
2014
Q4 | $2.22M | Buy |
24,125
+20,535
| +572% | +$1.89M | 0.34% | 62 |
|
|
2014
Q3 | $377K | Buy |
3,590
+373
| +12% | +$39.2K | 0.05% | 334 |
|
|
2014
Q2 | $314K | Buy |
3,217
+516
| +19% | +$50.4K | 0.04% | 400 |
|
|
2014
Q1 | $262K | Buy |
2,701
+28
| +1% | +$2.72K | 0.03% | 441 |
|
|
2013
Q4 | $238K | Sell |
2,673
-55
| -2% | -$4.9K | 0.03% | 446 |
|
|
2013
Q3 | $212K | Buy |
+2,728
| New | +$212K | 0.03% | 470 |
|