MWP
DD
Moller Wealth Partners’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,663
| Closed | -$861K | – | 49 |
|
|
2017
Q2 | $861K | Sell |
10,663
-1,100
| -9% | -$88.8K | 0.36% | 26 |
|
|
2017
Q1 | $945K | Sell |
11,763
-1,100
| -9% | -$88.4K | 0.41% | 26 |
|
|
2016
Q4 | $944K | Sell |
12,863
-765
| -6% | -$56.1K | 0.47% | 25 |
|
|
2016
Q3 | $913K | Hold |
13,628
| – | – | 0.42% | 26 |
|
|
2016
Q2 | $883K | Hold |
13,628
| – | – | 0.43% | 26 |
|
|
2016
Q1 | $863K | Hold |
13,628
| – | – | 0.51% | 24 |
|
|
2015
Q4 | $908K | Sell |
13,628
-1,937
| -12% | -$129K | 0.5% | 24 |
|
|
2015
Q3 | $750K | Buy |
15,565
+1,937
| +14% | +$93.3K | 0.69% | 22 |
|
|
2015
Q2 | $872K | Sell |
13,628
-3,437
| -20% | -$220K | 0.4% | 24 |
|
|
2015
Q1 | $1.22M | Hold |
17,065
| – | – | 0.56% | 21 |
|
|
2014
Q4 | $1.26M | Buy |
17,065
+1,937
| +13% | +$143K | 0.62% | 21 |
|
|
2014
Q3 | $1.09M | Sell |
15,128
-1,937
| -11% | -$139K | 0.51% | 26 |
|
|
2014
Q2 | $1.12M | Hold |
17,065
| – | – | 0.51% | 25 |
|
|
2014
Q1 | $1.15M | Hold |
17,065
| – | – | 0.58% | 26 |
|
|
2013
Q4 | $1.11M | Hold |
17,065
| – | – | 0.6% | 27 |
|
|
2013
Q3 | $999K | Hold |
17,065
| – | – | 0.63% | 28 |
|
|
2013
Q2 | $896K | Buy |
+17,065
| New | +$896K | 0.65% | 27 |
|