Forvis Mazars 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 |
-7,325
| Closed | -$591K | – | 234 |
|
|
2017
Q2 | $591K | Buy |
7,325
+105
| +1% | +$8.47K | 0.07% | 124 |
|
|
2017
Q1 | $580K | Sell |
7,220
-279
| -4% | -$22.4K | 0.07% | 114 |
|
|
2016
Q4 | $550K | Sell |
7,499
-245
| -3% | -$18K | 0.07% | 112 |
|
|
2016
Q3 | $519K | Buy |
7,744
+1,611
| +26% | +$108K | 0.07% | 112 |
|
|
2016
Q2 | $397K | Buy |
6,133
+621
| +11% | +$40.2K | 0.06% | 121 |
|
|
2016
Q1 | $349K | Buy |
5,512
+90
| +2% | +$5.7K | 0.06% | 130 |
|
|
2015
Q4 | $361K | Sell |
5,422
-109
| -2% | -$7.26K | 0.05% | 132 |
|
|
2015
Q3 | $267K | Sell |
5,531
-2,535
| -31% | -$122K | 0.05% | 151 |
|
|
2015
Q2 | $490K | Sell |
8,066
-593
| -7% | -$36K | 0.07% | 110 |
|
|
2015
Q1 | $588K | Buy |
8,659
+114
| +1% | +$7.74K | 0.09% | 99 |
|
|
2014
Q4 | $600K | Sell |
8,545
-5
| -0.1% | -$351 | 0.1% | 88 |
|
|
2014
Q3 | $583K | Sell |
8,550
-138
| -2% | -$9.41K | 0.1% | 83 |
|
|
2014
Q2 | $540K | Sell |
8,688
-1,286
| -13% | -$79.9K | 0.09% | 91 |
|
|
2014
Q1 | $636K | Sell |
9,974
-14
| -0.1% | -$893 | 0.11% | 90 |
|
|
2013
Q4 | $616K | Buy |
9,988
+62
| +0.6% | +$3.82K | 0.11% | 94 |
|
|
2013
Q3 | $552K | Buy |
9,926
+978
| +11% | +$54.4K | 0.11% | 100 |
|
|
2013
Q2 | $446K | Buy |
+8,948
| New | +$446K | 0.35% | 67 |
|