HWP
Hefty Wealth Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,419
| Closed | -$791K | – | 251 |
|
|
2017
Q3 | $791K | Buy |
11,419
+11,186
| +4,801% | +$775K | 0.52% | 57 |
|
|
2017
Q2 | $14K | Sell |
233
-10,466
| -98% | -$629K | 0.01% | 154 |
|
|
2017
Q1 | $679K | Sell |
10,699
-8,694
| -45% | -$552K | 0.49% | 72 |
|
|
2016
Q4 | $1.11M | Buy |
19,393
+19,160
| +8,223% | +$1.1M | 0.93% | 35 |
|
|
2016
Q3 | $12K | Sell |
233
-20,487
| -99% | -$1.06M | 0.01% | 166 |
|
|
2016
Q2 | $1.03M | Buy |
20,720
+182
| +0.9% | +$9.04K | 0.85% | 44 |
|
|
2016
Q1 | $1.04M | Buy |
20,538
+20,305
| +8,715% | +$1.03M | 0.98% | 36 |
|
|
2015
Q4 | $11K | Buy |
+233
| New | +$11K | 0.01% | 138 |
|