OAM
Occidental Asset Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,384
| Closed | -$395K | – | 146 |
|
|
2018
Q4 | $395K | Buy |
7,384
+576
| +8% | +$30.8K | 0.22% | 89 |
|
|
2018
Q3 | $438K | Buy |
6,808
+210
| +3% | +$13.5K | 0.22% | 92 |
|
|
2018
Q2 | $435K | Buy |
6,598
+341
| +5% | +$22.5K | 0.23% | 84 |
|
|
2018
Q1 | $399K | Buy |
6,257
+108
| +2% | +$6.89K | 0.22% | 87 |
|
|
2017
Q4 | $438K | Buy |
6,149
+92
| +2% | +$6.55K | 0.23% | 77 |
|
|
2017
Q3 | $419K | Buy |
6,057
+777
| +15% | +$53.8K | 0.23% | 73 |
|
|
2017
Q2 | $333K | Buy |
5,280
+402
| +8% | +$25.4K | 0.2% | 87 |
|
|
2017
Q1 | $310K | Buy |
4,878
+324
| +7% | +$20.6K | 0.21% | 82 |
|
|
2016
Q4 | $261K | Buy |
+4,554
| New | +$261K | 0.19% | 96 |
|