Landmark 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 |
-3,000
| Closed | -$242K | – | 54 |
|
|
2017
Q2 | $242K | Hold |
3,000
| – | – | 0.17% | 48 |
|
|
2017
Q1 | $241K | Hold |
3,000
| – | – | 0.18% | 47 |
|
|
2016
Q4 | $220K | Sell |
3,000
-53
| -2% | -$3.89K | 0.18% | 50 |
|
|
2016
Q3 | $204K | Buy |
+3,053
| New | +$204K | 0.17% | 50 |
|
|
2016
Q1 | – | Sell |
-3,053
| Closed | -$203K | – | 50 |
|
|
2015
Q4 | $203K | Sell |
3,053
-1,256
| -29% | -$83.5K | 0.21% | 46 |
|
|
2015
Q3 | $320K | Sell |
4,309
-841
| -16% | -$62.5K | 0.35% | 31 |
|
|
2015
Q2 | $407K | Buy |
5,150
+1,935
| +60% | +$153K | 0.42% | 28 |
|
|
2015
Q1 | $218K | Sell |
3,215
-316
| -9% | -$21.4K | 0.23% | 44 |
|
|
2014
Q4 | $250K | Buy |
+3,531
| New | +$250K | 0.26% | 43 |
|