RWA
DD
Ropes Wealth 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 |
-54,966
| Closed | -$4.44M | – | 732 |
|
|
2017
Q2 | $4.44M | Sell |
54,966
-2,741
| -5% | -$221K | 1.26% | 18 |
|
|
2017
Q1 | $4.64M | Buy |
57,707
+7,724
| +15% | +$621K | 1.34% | 17 |
|
|
2016
Q4 | $3.67M | Buy |
49,983
+3,000
| +6% | +$220K | 1.15% | 20 |
|
|
2016
Q3 | $3.15M | Sell |
46,983
-4,124
| -8% | -$276K | 1.06% | 23 |
|
|
2016
Q2 | $3.31M | Buy |
51,107
+14
| +0% | +$907 | 1.16% | 22 |
|
|
2016
Q1 | $3.24M | Sell |
51,093
-450
| -0.9% | -$28.5K | 1.43% | 19 |
|
|
2015
Q4 | $3.43M | Buy |
51,543
+2,120
| +4% | +$141K | 1.51% | 17 |
|
|
2015
Q3 | $2.38M | Buy |
49,423
+7,750
| +19% | +$374K | 1.25% | 23 |
|
|
2015
Q2 | $2.67M | Sell |
41,673
-1,671
| -4% | -$107K | 1.45% | 19 |
|
|
2015
Q1 | $3.1M | Buy |
+43,344
| New | +$3.1M | 1.61% | 17 |
|