Regal 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 |
-3,150
| Closed | -$254K | – | 294 |
|
|
2017
Q2 | $254K | Buy |
3,150
+217
| +7% | +$17.5K | 0.06% | 229 |
|
|
2017
Q1 | $236K | Buy |
2,933
+200
| +7% | +$16.1K | 0.06% | 231 |
|
|
2016
Q4 | $201K | Sell |
2,733
-1,339
| -33% | -$98.5K | 0.06% | 235 |
|
|
2016
Q3 | $273K | Hold |
4,072
| – | – | 0.08% | 218 |
|
|
2016
Q2 | $264K | Buy |
4,072
+500
| +14% | +$32.4K | 0.07% | 215 |
|
|
2016
Q1 | $226K | Buy |
+3,572
| New | +$226K | 0.06% | 229 |
|
|
2015
Q4 | – | Sell |
-3,197
| Closed | -$154K | – | 1015 |
|
|
2015
Q3 | $154K | Sell |
3,197
-275
| -8% | -$13.2K | 0.04% | 286 |
|
|
2015
Q2 | $210K | Hold |
3,472
| – | – | 0.06% | 245 |
|
|
2015
Q1 | $236K | Buy |
3,472
+1,258
| +57% | +$85.5K | 0.06% | 229 |
|
|
2014
Q4 | $155K | Hold |
2,214
| – | – | 0.04% | 253 |
|
|
2014
Q3 | $151K | Buy |
2,214
+93
| +4% | +$6.34K | 0.05% | 253 |
|
|
2014
Q2 | $132K | Hold |
2,121
| – | – | 0.05% | 246 |
|
|
2014
Q1 | $135K | Sell |
2,121
-1
| -0% | -$64 | 0.06% | 231 |
|
|
2013
Q4 | $131K | Sell |
2,122
-116
| -5% | -$7.16K | 0.08% | 182 |
|
|
2013
Q3 | $124K | Sell |
2,238
-162
| -7% | -$8.98K | 0.07% | 213 |
|
|
2013
Q2 | $120K | Buy |
+2,400
| New | +$120K | 0.07% | 208 |
|