RWM
DD
RKL Wealth Management’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 |
-5,373
| Closed | -$433K | – | 151 |
|
|
2017
Q2 | $433K | Buy |
5,373
+1,285
| +31% | +$104K | 0.14% | 107 |
|
|
2017
Q1 | $328K | Buy |
4,088
+388
| +10% | +$31.1K | 0.13% | 100 |
|
|
2016
Q4 | $272K | Sell |
3,700
-357
| -9% | -$26.2K | 0.13% | 77 |
|
|
2016
Q3 | $272K | Buy |
4,057
+757
| +23% | +$50.8K | 0.14% | 68 |
|
|
2016
Q2 | $228K | Hold |
3,300
| – | – | 0.12% | 68 |
|
|
2016
Q1 | $209K | Buy |
+3,300
| New | +$209K | 0.12% | 59 |
|