LWA
DD
Lenox Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-67
| Closed | -$2K | – | 851 |
|
|
2020
Q1 | $2K | Buy |
67
+44
| +191% | +$1.31K | ﹤0.01% | 639 |
|
|
2019
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 716 |
|
|
2019
Q3 | – | Sell |
-407
| Closed | -$31K | – | 654 |
|
|
2019
Q2 | $31K | Buy |
+407
| New | +$31K | 0.01% | 182 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$81K | – | 296 |
|
|
2017
Q2 | $81K | Hold |
1,000
| – | – | 0.03% | 41 |
|
|
2017
Q1 | $80K | Hold |
1,000
| – | – | 0.02% | 39 |
|
|
2016
Q4 | $73K | Hold |
1,000
| – | – | 0.02% | 43 |
|
|
2016
Q3 | $67K | Hold |
1,000
| – | – | 0.02% | 68 |
|
|
2016
Q2 | $65K | Buy |
+1,000
| New | +$65K | 0.02% | 77 |
|
|
2015
Q4 | – | Sell |
-86
| Closed | -$4K | – | 580 |
|
|
2015
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 291 |
|
|
2015
Q2 | $5K | Sell |
86
-536
| -86% | -$31.2K | ﹤0.01% | 220 |
|
|
2015
Q1 | $44K | Hold |
622
| – | – | 0.02% | 87 |
|
|
2014
Q4 | $46K | Hold |
622
| – | – | 0.02% | 88 |
|
|
2014
Q3 | $45K | Hold |
622
| – | – | 0.02% | 86 |
|
|
2014
Q2 | $41K | Hold |
622
| – | – | 0.02% | 75 |
|
|
2014
Q1 | $42K | Buy |
622
+375
| +152% | +$25.3K | 0.02% | 64 |
|
|
2013
Q4 | $16K | Buy |
247
+93
| +60% | +$6.02K | 0.01% | 131 |
|
|
2013
Q3 | $9K | Hold |
154
| – | – | 0.01% | 111 |
|
|
2013
Q2 | $8K | Buy |
+154
| New | +$8K | 0.01% | 137 |
|