FRG Family Wealth Advisors’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 |
-32,693
| Closed | -$2.64M | – | 140 |
|
|
2017
Q2 | $2.64M | Buy |
32,693
+105
| +0.3% | +$8.48K | 0.97% | 34 |
|
|
2017
Q1 | $2.66M | Hold |
32,588
| – | – | 1.04% | 33 |
|
|
2016
Q4 | $2.39M | Buy |
32,588
+2,090
| +7% | +$153K | 1% | 35 |
|
|
2016
Q3 | $2.04M | Hold |
30,498
| – | – | 0.92% | 37 |
|
|
2016
Q2 | $1.98M | Sell |
30,498
-70
| -0.2% | -$4.54K | 0.89% | 38 |
|
|
2016
Q1 | $1.96M | Sell |
30,568
-2,970
| -9% | -$191K | 0.95% | 35 |
|
|
2015
Q4 | $2.23M | Buy |
+33,538
| New | +$2.23M | 1.09% | 30 |
|