OIA
DD
Optimum Investment Advisors’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 |
-11,332
| Closed | -$915K | – | 315 |
|
2017
Q2 | $915K | Sell |
11,332
-1,350
| -11% | -$109K | 0.32% | 95 |
|
2017
Q1 | $1.02M | Sell |
12,682
-75
| -0.6% | -$6.03K | 0.36% | 81 |
|
2016
Q4 | $936K | Sell |
12,757
-375
| -3% | -$27.5K | 0.35% | 82 |
|
2016
Q3 | $879K | Sell |
13,132
-700
| -5% | -$46.9K | 0.33% | 86 |
|
2016
Q2 | $896K | Sell |
13,832
-200
| -1% | -$13K | 0.35% | 86 |
|
2016
Q1 | $889K | Sell |
14,032
-389
| -3% | -$24.6K | 0.35% | 85 |
|
2015
Q4 | $960K | Buy |
14,421
+436
| +3% | +$29K | 0.37% | 75 |
|
2015
Q3 | $674K | Buy |
+13,985
| New | +$674K | 0.27% | 112 |
|
2015
Q1 | $1.41M | Buy |
19,785
+125
| +0.6% | +$8.93K | 0.45% | 51 |
|
2014
Q4 | $1.45M | Buy |
19,660
+2,859
| +17% | +$211K | 0.47% | 49 |
|
2014
Q3 | $1.21M | Buy |
16,801
+638
| +4% | +$45.8K | 0.4% | 61 |
|
2014
Q2 | $1.06M | Buy |
16,163
+4,750
| +42% | +$311K | 0.34% | 74 |
|
2014
Q1 | $766K | Buy |
11,413
+9,925
| +667% | +$666K | 0.29% | 96 |
|
2013
Q4 | $97K | Hold |
1,488
| – | – | 0.04% | 297 |
|
2013
Q3 | $87K | Buy |
+1,488
| New | +$87K | 0.04% | 296 |
|