FWM
DD
Focused Wealth Management’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 |
-886
| Closed | -$72K | – | 743 |
|
|
2017
Q2 | $72K | Hold |
886
| – | – | 0.03% | 250 |
|
|
2017
Q1 | $71K | Buy |
886
+1
| +0.1% | +$80 | 0.03% | 244 |
|
|
2016
Q4 | $65K | Hold |
885
| – | – | 0.03% | 247 |
|
|
2016
Q3 | $59K | Buy |
885
+1
| +0.1% | +$67 | 0.03% | 255 |
|
|
2016
Q2 | $57K | Sell |
884
-271
| -23% | -$17.5K | 0.03% | 249 |
|
|
2016
Q1 | $73K | Sell |
1,155
-522
| -31% | -$33K | 0.04% | 161 |
|
|
2015
Q4 | $112K | Buy |
1,677
+1
| +0.1% | +$67 | 0.06% | 141 |
|
|
2015
Q3 | $81K | Buy |
1,676
+485
| +41% | +$23.4K | 0.05% | 151 |
|
|
2015
Q2 | $76K | Sell |
1,191
-82
| -6% | -$5.23K | 0.05% | 161 |
|
|
2015
Q1 | $91K | Buy |
1,273
+76
| +6% | +$5.43K | 0.06% | 143 |
|
|
2014
Q4 | $88K | Sell |
1,197
-359
| -23% | -$26.4K | 0.06% | 142 |
|
|
2014
Q3 | $112K | Buy |
1,556
+750
| +93% | +$54K | 0.09% | 121 |
|
|
2014
Q2 | $53K | Buy |
806
+226
| +39% | +$14.9K | 0.04% | 177 |
|
|
2014
Q1 | $39K | Hold |
580
| – | – | 0.03% | 190 |
|
|
2013
Q4 | $38K | Buy |
580
+1
| +0.2% | +$66 | 0.03% | 193 |
|
|
2013
Q3 | $34K | Buy |
+579
| New | +$34K | 0.03% | 196 |
|