Integrated Wealth Management’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,354
| Closed | -$142K | – | 398 |
|
|
2016
Q3 | $142K | Sell |
1,354
-495
| -27% | -$51.9K | 0.05% | 275 |
|
|
2016
Q2 | $185K | Hold |
1,849
| – | – | 0.07% | 224 |
|
|
2016
Q1 | $190K | Sell |
1,849
-231
| -11% | -$23.7K | 0.08% | 193 |
|
|
2015
Q4 | $216K | Buy |
2,080
+385
| +23% | +$40K | 0.09% | 174 |
|
|
2015
Q3 | $145K | Sell |
1,695
-64
| -4% | -$5.48K | 0.06% | 227 |
|
|
2015
Q2 | $182K | Sell |
1,759
-139
| -7% | -$14.4K | 0.07% | 203 |
|
|
2015
Q1 | $183K | Buy |
+1,898
| New | +$183K | 0.08% | 197 |
|