EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,508
| Closed | -$202K | – | 192 |
|
|
2017
Q2 | $202K | Sell |
2,508
-155
| -6% | -$12.5K | 0.02% | 175 |
|
|
2017
Q1 | $214K | Sell |
2,663
-107
| -4% | -$8.6K | 0.03% | 147 |
|
|
2016
Q4 | $203K | Buy |
+2,770
| New | +$203K | 0.03% | 131 |
|
|
2016
Q2 | – | Sell |
-3,570
| Closed | -$226K | – | 151 |
|
|
2016
Q1 | $226K | Buy |
+3,570
| New | +$226K | 0.03% | 121 |
|