FFSOTS
DD
Fiduciary Financial Services of The Southwest’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 |
-21,194
| Closed | -$1.71M | – | 153 |
|
|
2017
Q2 | $1.71M | Buy |
21,194
+571
| +3% | +$46.1K | 0.53% | 63 |
|
|
2017
Q1 | $1.66M | Buy |
20,623
+2,065
| +11% | +$166K | 0.53% | 63 |
|
|
2016
Q4 | $1.36M | Buy |
18,558
+1,595
| +9% | +$117K | 0.45% | 69 |
|
|
2016
Q3 | $1.14M | Buy |
16,963
+457
| +3% | +$30.6K | 0.37% | 78 |
|
|
2016
Q2 | $1.07M | Buy |
16,506
+601
| +4% | +$39K | 0.34% | 75 |
|
|
2016
Q1 | $1.01M | Buy |
15,905
+884
| +6% | +$56K | 0.36% | 75 |
|
|
2015
Q4 | $1M | Sell |
15,021
-220
| -1% | -$14.6K | 0.36% | 80 |
|
|
2015
Q3 | $735K | Sell |
15,241
-2,655
| -15% | -$128K | 0.26% | 100 |
|
|
2015
Q2 | $1.14M | Sell |
17,896
-192
| -1% | -$12.3K | 0.35% | 83 |
|
|
2015
Q1 | $1.29M | Sell |
18,088
-1,023
| -5% | -$73.1K | 0.38% | 77 |
|
|
2014
Q4 | $1.41M | Sell |
19,111
-370
| -2% | -$27.4K | 0.41% | 73 |
|
|
2014
Q3 | $1.4M | Buy |
19,481
+325
| +2% | +$23.3K | 0.4% | 77 |
|
|
2014
Q2 | $1.25M | Buy |
19,156
+5,619
| +42% | +$368K | 0.35% | 81 |
|
|
2014
Q1 | $908K | Buy |
13,537
+3,725
| +38% | +$250K | 0.27% | 92 |
|
|
2013
Q4 | $637K | Buy |
9,812
+4,605
| +88% | +$299K | 0.2% | 101 |
|
|
2013
Q3 | $305K | Buy |
+5,207
| New | +$305K | 0.1% | 133 |
|