IWA
DD
IBEX 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 |
-5,728
| Closed | -$472K | – | 150 |
|
|
2017
Q2 | $472K | Buy |
+5,728
| New | +$472K | 0.19% | 97 |
|
|
2017
Q1 | – | Sell |
-5,792
| Closed | -$423K | – | 452 |
|
|
2016
Q4 | $423K | Buy |
5,792
+64
| +1% | +$4.67K | 0.2% | 91 |
|
|
2016
Q3 | $384K | Buy |
+5,728
| New | +$384K | 0.21% | 90 |
|