JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-61
| Closed | -$5K | – | 469 |
|
|
2017
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 376 |
|
|
2017
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 403 |
|
|
2016
Q4 | $4K | Sell |
61
-127
| -68% | -$8.33K | ﹤0.01% | 403 |
|
|
2016
Q3 | $13K | Buy |
188
+127
| +208% | +$8.78K | ﹤0.01% | 364 |
|
|
2016
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 450 |
|
|
2016
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 471 |
|
|
2015
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $3K | Sell |
61
-382
| -86% | -$18.8K | ﹤0.01% | 432 |
|
|
2015
Q2 | $27K | Buy |
443
+105
| +31% | +$6.4K | 0.01% | 241 |
|
|
2015
Q1 | $23K | Sell |
338
-443
| -57% | -$30.1K | 0.01% | 259 |
|
|
2014
Q4 | $55K | Hold |
781
| – | – | 0.01% | 176 |
|
|
2014
Q3 | $53K | Sell |
781
-6
| -0.8% | -$407 | 0.01% | 175 |
|
|
2014
Q2 | $49K | Buy |
+787
| New | +$49K | 0.01% | 190 |
|