Mark Sheptoff Financial Planning’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 |
-3,762
| Closed | -$304K | – | 403 |
|
|
2017
Q2 | $304K | Sell |
3,762
-1
| -0% | -$81 | 0.21% | 90 |
|
|
2017
Q1 | $302K | Buy |
3,763
+1
| +0% | +$80 | 0.22% | 85 |
|
|
2016
Q4 | $276K | Hold |
3,762
| – | – | 0.2% | 85 |
|
|
2016
Q3 | $252K | Buy |
3,762
+1,412
| +60% | +$94.6K | 0.19% | 88 |
|
|
2016
Q2 | $152K | Hold |
2,350
| – | – | 0.11% | 105 |
|
|
2016
Q1 | $149K | Hold |
2,350
| – | – | 0.12% | 102 |
|
|
2015
Q4 | $157K | Sell |
2,350
-661
| -22% | -$44.2K | 0.13% | 102 |
|
|
2015
Q3 | $145K | Sell |
3,011
-3,116
| -51% | -$150K | 0.13% | 111 |
|
|
2015
Q2 | $372K | Sell |
6,127
-53
| -0.9% | -$3.22K | 0.3% | 74 |
|
|
2015
Q1 | $419K | Sell |
6,180
-2,475
| -29% | -$168K | 0.35% | 67 |
|
|
2014
Q4 | $608K | Sell |
8,655
-842
| -9% | -$59.1K | 0.54% | 55 |
|
|
2014
Q3 | $647K | Buy |
9,497
+5,949
| +168% | +$405K | 0.57% | 54 |
|
|
2014
Q2 | $220K | Sell |
3,548
-650
| -15% | -$40.3K | 0.19% | 96 |
|
|
2014
Q1 | $267K | Buy |
+4,198
| New | +$267K | 0.24% | 91 |
|