Moneta Group Investment 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
Q3 | – | Sell |
-8,903
| Closed | -$719K | – | 218 |
|
|
2017
Q2 | $719K | Buy |
8,903
+411
| +5% | +$33.2K | 0.12% | 101 |
|
|
2017
Q1 | $682K | Hold |
8,492
| – | – | 0.14% | 70 |
|
|
2016
Q4 | $623K | Hold |
8,492
| – | – | 0.13% | 76 |
|
|
2016
Q3 | $569K | Hold |
8,492
| – | – | 0.13% | 72 |
|
|
2016
Q2 | $550K | Hold |
8,492
| – | – | 0.12% | 105 |
|
|
2016
Q1 | $538K | Hold |
8,492
| – | – | 0.12% | 101 |
|
|
2015
Q4 | $566K | Buy |
8,492
+1,050
| +14% | +$70K | 0.14% | 66 |
|
|
2015
Q3 | $359K | Buy |
7,442
+2,880
| +63% | +$139K | 0.1% | 93 |
|
|
2015
Q2 | $277K | Sell |
4,562
-7,550
| -62% | -$458K | 0.08% | 109 |
|
|
2015
Q1 | $822K | Buy |
12,112
+6,318
| +109% | +$429K | 0.35% | 50 |
|
|
2014
Q4 | $407K | Hold |
5,794
| – | – | 0.2% | 89 |
|
|
2014
Q3 | $395K | Hold |
5,794
| – | – | 0.21% | 82 |
|
|
2014
Q2 | $360K | Buy |
5,794
+1,424
| +33% | +$88.5K | 0.19% | 88 |
|
|
2014
Q1 | $278K | Hold |
4,370
| – | – | 0.16% | 95 |
|
|
2013
Q4 | $270K | Hold |
4,370
| – | – | 0.16% | 103 |
|
|
2013
Q3 | $243K | Hold |
4,370
| – | – | 0.16% | 97 |
|
|
2013
Q2 | $218K | Buy |
+4,370
| New | +$218K | 0.15% | 102 |
|