SWA
DD
SFMG 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 |
-3,555
| Closed | -$287K | – | 134 |
|
|
2017
Q2 | $287K | Buy |
3,555
+30
| +0.9% | +$2.42K | 0.06% | 96 |
|
|
2017
Q1 | $283K | Sell |
3,525
-35
| -1% | -$2.81K | 0.06% | 96 |
|
|
2016
Q4 | $261K | Sell |
3,560
-20
| -0.6% | -$1.47K | 0.06% | 99 |
|
|
2016
Q3 | $240K | Hold |
3,580
| – | – | 0.05% | 94 |
|
|
2016
Q2 | $232K | Hold |
3,580
| – | – | 0.05% | 92 |
|
|
2016
Q1 | $227K | Hold |
3,580
| – | – | 0.05% | 90 |
|
|
2015
Q4 | $238K | Buy |
+3,580
| New | +$238K | 0.05% | 100 |
|
|
2015
Q3 | – | Sell |
-3,555
| Closed | -$227K | – | 134 |
|
|
2015
Q2 | $227K | Sell |
3,555
-4,444
| -56% | -$284K | 0.05% | 102 |
|
|
2015
Q1 | $572K | Buy |
7,999
+4,419
| +123% | +$316K | 0.05% | 90 |
|
|
2014
Q4 | $265K | Buy |
3,580
+100
| +3% | +$7.4K | 0.06% | 97 |
|
|
2014
Q3 | $250K | Buy |
+3,480
| New | +$250K | 0.08% | 68 |
|
|
2014
Q2 | – | Sell |
-3,039
| Closed | -$204K | – | 90 |
|
|
2014
Q1 | $204K | Buy |
+3,039
| New | +$204K | 0.07% | 73 |
|