Edge 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 |
-634
| Closed | -$51K | – | 565 |
|
|
2017
Q2 | $51K | Hold |
634
| – | – | 0.02% | 222 |
|
|
2017
Q1 | $51K | Hold |
634
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $46K | Hold |
634
| – | – | 0.02% | 198 |
|
|
2016
Q3 | $42K | Hold |
634
| – | – | 0.02% | 198 |
|
|
2016
Q2 | $41K | Buy |
634
+625
| +6,944% | +$40.4K | 0.02% | 190 |
|
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 443 |
|
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 456 |
|
|
2015
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 421 |
|
|
2015
Q1 | $1K | Sell |
9
-211
| -96% | -$23.4K | ﹤0.01% | 442 |
|
|
2014
Q4 | $16K | Buy |
220
+1
| +0.5% | +$73 | 0.01% | 278 |
|
|
2014
Q3 | $15K | Buy |
219
+211
| +2,638% | +$14.5K | 0.01% | 284 |
|
|
2014
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 375 |
|
|
2014
Q1 | $1K | Sell |
8
-25,658
| -100% | -$3.21M | ﹤0.01% | 395 |
|
|
2013
Q4 | $1.58M | Sell |
25,666
-1,095
| -4% | -$67.5K | 0.73% | 32 |
|
|
2013
Q3 | $1.49M | Sell |
26,761
-900
| -3% | -$50K | 0.91% | 25 |
|
|
2013
Q2 | $1.39M | Buy |
+27,661
| New | +$1.39M | 0.93% | 26 |
|