Concert 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
Q2 | – | Sell |
-15,150
| Closed | -$1.11M | – | 486 |
|
|
2017
Q1 | $1.11M | Sell |
15,150
-697
| -4% | -$51K | 0.25% | 116 |
|
|
2016
Q4 | $1.16M | Sell |
15,847
-7,730
| -33% | -$566K | 0.26% | 112 |
|
|
2016
Q3 | $1.57M | Buy |
23,577
+1,483
| +7% | +$98.9K | 0.19% | 132 |
|
|
2016
Q2 | $1.43M | Buy |
22,094
+51
| +0.2% | +$3.29K | 0.19% | 141 |
|
|
2016
Q1 | $1.39M | Sell |
22,043
-565
| -2% | -$35.7K | 0.19% | 136 |
|
|
2015
Q4 | $1.5M | Sell |
22,608
-4,351
| -16% | -$289K | 0.2% | 124 |
|
|
2015
Q3 | $1.3M | Sell |
26,959
-2,514
| -9% | -$121K | 0.18% | 141 |
|
|
2015
Q2 | $1.79M | Sell |
29,473
-3,406
| -10% | -$207K | 0.23% | 104 |
|
|
2015
Q1 | $893K | Buy |
32,879
+581
| +2% | +$15.8K | 0.26% | 104 |
|
|
2014
Q4 | $2.27M | Buy |
32,298
+3,835
| +13% | +$270K | 0.35% | 60 |
|
|
2014
Q3 | $1.94M | Sell |
28,463
-568
| -2% | -$38.7K | 0.26% | 50 |
|
|
2014
Q2 | $1.76M | Sell |
29,031
-311
| -1% | -$18.8K | 0.22% | 58 |
|
|
2014
Q1 | $1.86M | Buy |
29,342
+135
| +0.5% | +$8.55K | 0.23% | 56 |
|
|
2013
Q4 | $1.8M | Buy |
29,207
+1,311
| +5% | +$80.6K | 0.23% | 58 |
|
|
2013
Q3 | $1.5M | Sell |
27,896
-1,457
| -5% | -$78.3K | 0.21% | 68 |
|
|
2013
Q2 | $1.47M | Buy |
+29,353
| New | +$1.47M | 0.22% | 53 |
|