Mosaic Family Wealth’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 |
-200
| Closed | -$16K | – | 995 |
|
|
2017
Q2 | $16K | Sell |
200
-1,600
| -89% | -$128K | 0.01% | 447 |
|
|
2017
Q1 | $145K | Buy |
1,800
+1,600
| +800% | +$129K | 0.06% | 217 |
|
|
2016
Q4 | $15K | Hold |
200
| – | – | 0.01% | 472 |
|
|
2016
Q3 | $13K | Sell |
200
-2,700
| -93% | -$176K | 0.01% | 494 |
|
|
2016
Q2 | $188K | Sell |
2,900
-1,200
| -29% | -$77.8K | 0.09% | 167 |
|
|
2016
Q1 | $259K | Hold |
4,100
| – | – | 0.12% | 125 |
|
|
2015
Q4 | $273K | Buy |
+4,100
| New | +$273K | 0.12% | 123 |
|