Lenox Wealth Management’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 |
-377
| Closed | -$30K | – | 517 |
|
|
2017
Q2 | $30K | Hold |
377
| – | – | 0.01% | 259 |
|
|
2017
Q1 | $30K | Sell |
377
-154
| -29% | -$12.3K | 0.02% | 122 |
|
|
2016
Q4 | $39K | Buy |
531
+154
| +41% | +$11.3K | 0.03% | 118 |
|
|
2016
Q3 | $25K | Hold |
377
| – | – | 0.02% | 134 |
|
|
2016
Q2 | $24K | Hold |
377
| – | – | 0.02% | 137 |
|
|
2016
Q1 | $24K | Hold |
377
| – | – | 0.02% | 139 |
|
|
2015
Q4 | $25K | Sell |
377
-26
| -6% | -$1.72K | 0.02% | 143 |
|
|
2015
Q3 | $19K | Sell |
403
-34
| -8% | -$1.6K | 0.02% | 96 |
|
|
2015
Q2 | $27K | Buy |
437
+40
| +10% | +$2.47K | 0.02% | 91 |
|
|
2015
Q1 | $27K | Hold |
397
| – | – | 0.02% | 95 |
|
|
2014
Q4 | $27K | Hold |
397
| – | – | 0.02% | 96 |
|
|
2014
Q3 | $27K | Hold |
397
| – | – | 0.02% | 98 |
|
|
2014
Q2 | $25K | Sell |
397
-238
| -37% | -$15K | 0.02% | 102 |
|
|
2014
Q1 | $40K | Hold |
635
| – | – | 0.02% | 93 |
|
|
2013
Q4 | $39K | Buy |
+635
| New | +$39K | 0.03% | 95 |
|