Plante Moran Financial 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 |
-1,945
| Closed | -$157K | – | 895 |
|
|
2017
Q2 | $157K | Sell |
1,945
-310
| -14% | -$25K | 0.1% | 145 |
|
|
2017
Q1 | $181K | Sell |
2,255
-90
| -4% | -$7.22K | 0.11% | 136 |
|
|
2016
Q4 | $172K | Buy |
2,345
+226
| +11% | +$16.6K | 0.11% | 138 |
|
|
2016
Q3 | $142K | Sell |
2,119
-41
| -2% | -$2.75K | 0.1% | 154 |
|
|
2016
Q2 | $140K | Buy |
2,160
+241
| +13% | +$15.6K | 0.1% | 148 |
|
|
2016
Q1 | $122K | Sell |
1,919
-150
| -7% | -$9.54K | 0.09% | 152 |
|
|
2015
Q4 | $138K | Buy |
2,069
+63
| +3% | +$4.2K | 0.1% | 148 |
|
|
2015
Q3 | $97K | Sell |
2,006
-2,750
| -58% | -$133K | 0.08% | 180 |
|
|
2015
Q2 | $289K | Buy |
4,756
+95
| +2% | +$5.77K | 0.21% | 84 |
|
|
2015
Q1 | $316K | Sell |
4,661
-605
| -11% | -$41K | 0.22% | 82 |
|
|
2014
Q4 | $370K | Sell |
5,266
-323
| -6% | -$22.7K | 0.27% | 69 |
|
|
2014
Q3 | $381K | Buy |
5,589
+2,879
| +106% | +$196K | 0.33% | 60 |
|
|
2014
Q2 | $168K | Buy |
2,710
+2,447
| +930% | +$152K | 0.15% | 102 |
|
|
2014
Q1 | $17K | Sell |
263
-2,075
| -89% | -$134K | 0.02% | 277 |
|
|
2013
Q4 | $144K | Buy |
2,338
+1,685
| +258% | +$104K | 0.08% | 114 |
|
|
2013
Q3 | $36K | Buy |
+653
| New | +$36K | 0.02% | 226 |
|