CWA
DD
Constellation 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-81,898
| Closed | -$5.85M | – | 184 |
|
2015
Q1 | $5.85M | Sell |
81,898
-77
| -0.1% | -$5.5K | 0.51% | 44 |
|
2014
Q4 | $6.06M | Buy |
81,975
+1,593
| +2% | +$118K | 0.5% | 45 |
|
2014
Q3 | $5.77M | Buy |
80,382
+582
| +0.7% | +$41.8K | 0.53% | 41 |
|
2014
Q2 | $5.22M | Buy |
79,800
+5,165
| +7% | +$338K | 0.59% | 45 |
|
2014
Q1 | $5.01M | Buy |
74,635
+3,119
| +4% | +$209K | 0.49% | 61 |
|
2013
Q4 | $4.65M | Buy |
71,516
+4,121
| +6% | +$268K | 0.45% | 57 |
|
2013
Q3 | $3.95M | Buy |
67,395
+5,336
| +9% | +$313K | 0.45% | 57 |
|
2013
Q2 | $3.26M | Buy |
+62,059
| New | +$3.26M | 0.39% | 59 |
|