Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,366
| Closed | -$344K | – | 120 |
|
|
2019
Q4 | $344K | Buy |
5,366
+1
| +0% | +$64 | 0.08% | 75 |
|
|
2019
Q3 | $383K | Hold |
5,365
| – | – | 0.1% | 67 |
|
|
2019
Q2 | $403K | Buy |
+5,365
| New | +$403K | 0.11% | 64 |
|
|
2017
Q3 | – | Sell |
-124
| Closed | -$10K | – | 442 |
|
|
2017
Q2 | $10K | Sell |
124
-125
| -50% | -$10.1K | ﹤0.01% | 276 |
|
|
2017
Q1 | $20K | Sell |
249
-390
| -61% | -$31.3K | 0.01% | 241 |
|
|
2016
Q4 | $47K | Buy |
639
+101
| +19% | +$7.43K | 0.01% | 168 |
|
|
2016
Q3 | $36K | Hold |
538
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $34K | Buy |
538
+318
| +145% | +$20.1K | 0.01% | 175 |
|
|
2016
Q1 | $13K | Hold |
220
| – | – | 0.01% | 239 |
|
|
2015
Q4 | $15K | Buy |
+220
| New | +$15K | 0.01% | 232 |
|