HT
DD

Heritage Trust’s Du Pont De Nemours E I DD Stock Holding History

Heritage Trust’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,351
Closed -$190K – 393
2017
Q2 		$190K Sell
2,351
-2,955
-56% -$239K 0.07% 115
2017
Q1 		$426K Buy
+5,306
New +$426K 0.16% 81