LWM
LBA Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $91K | Sell |
1,426
-180
| -11% | -$11.5K | 0.05% | 153 |
|
|
2016
Q4 | $92K | Buy |
1,606
+750
| +88% | +$43K | 0.05% | 150 |
|
|
2016
Q3 | $44K | Hold |
856
| – | – | 0.02% | 212 |
|
|
2016
Q2 | $43K | Buy |
856
+126
| +17% | +$6.33K | 0.02% | 205 |
|
|
2016
Q1 | $37K | Buy |
730
+550
| +306% | +$27.9K | 0.02% | 212 |
|
|
2015
Q4 | $9K | Buy |
+180
| New | +$9K | 0.01% | 298 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$15K | – | 346 |
|
|
2015
Q2 | $15K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2015
Q1 | $14K | Buy |
+300
| New | +$14K | 0.01% | 218 |
|