JNBA Financial 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 |
-315
| Closed | -$25K | – | 490 |
|
|
2017
Q2 | $25K | Hold |
315
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $25K | Buy |
315
+165
| +110% | +$13.1K | 0.01% | 270 |
|
|
2016
Q4 | $11K | Sell |
150
-2,797
| -95% | -$205K | ﹤0.01% | 358 |
|
|
2016
Q3 | $197K | Buy |
2,947
+2,817
| +2,167% | +$188K | 0.03% | 221 |
|
|
2016
Q2 | $8K | Hold |
130
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 380 |
|
|
2015
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 363 |
|
|
2015
Q3 | $6K | Sell |
130
-7
| -5% | -$323 | ﹤0.01% | 400 |
|
|
2015
Q2 | $8K | Hold |
137
| – | – | ﹤0.01% | 372 |
|
|
2015
Q1 | $9K | Sell |
137
-374
| -73% | -$24.6K | ﹤0.01% | 377 |
|
|
2014
Q4 | $36K | Sell |
511
-20
| -4% | -$1.41K | 0.01% | 219 |
|
|
2014
Q3 | $36K | Buy |
531
+20
| +4% | +$1.36K | 0.02% | 221 |
|
|
2014
Q2 | $32K | Hold |
511
| – | – | 0.02% | 219 |
|
|
2014
Q1 | $33K | Hold |
511
| – | – | 0.02% | 205 |
|
|
2013
Q4 | $32K | Hold |
511
| – | – | 0.02% | 204 |
|
|
2013
Q3 | $28K | Buy |
511
+406
| +387% | +$22.2K | 0.02% | 199 |
|
|
2013
Q2 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 303 |
|