LVW 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
Q1 | – | Sell |
-5,370
| Closed | -$394K | – | 145 |
|
|
2016
Q4 | $394K | Hold |
5,370
| – | – | 0.14% | 87 |
|
|
2016
Q3 | $360K | Buy |
5,370
+499
| +10% | +$33.5K | 0.12% | 90 |
|
|
2016
Q2 | $316K | Sell |
4,871
-971
| -17% | -$63K | 0.12% | 96 |
|
|
2016
Q1 | $370K | Sell |
5,842
-1,326
| -18% | -$84K | 0.12% | 91 |
|
|
2015
Q4 | $477K | Sell |
7,168
-1,571
| -18% | -$105K | 0.19% | 73 |
|
|
2015
Q3 | $421K | Sell |
8,739
-493
| -5% | -$23.8K | 0.19% | 81 |
|
|
2015
Q2 | $561K | Sell |
9,232
-62
| -0.7% | -$3.77K | 0.24% | 64 |
|
|
2015
Q1 | $631K | Buy |
9,294
+3
| +0% | +$204 | 0.3% | 61 |
|
|
2014
Q4 | $652K | Buy |
+9,291
| New | +$652K | 0.36% | 57 |
|