SHJ
Sharkey, Howes & Javer’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,854
| Closed | -$177K | – | 82 |
|
|
2019
Q2 | $177K | Sell |
2,854
-1,427
| -33% | +$45.4K | 0.08% | 58 |
|
|
2019
Q1 | $228K | Hold |
4,281
| – | – | 0.11% | 51 |
|
|
2018
Q4 | $229K | Hold |
4,281
| – | – | 0.15% | 44 |
|
|
2018
Q3 | $275K | Hold |
4,281
| – | – | 0.14% | 39 |
|
|
2018
Q2 | $282K | Hold |
4,281
| – | – | 0.16% | 36 |
|
|
2018
Q1 | $272K | Hold |
4,281
| – | – | 0.15% | 29 |
|
|
2017
Q4 | $305K | Hold |
4,281
| – | – | 0.18% | 26 |
|
|
2017
Q3 | $306K | Buy |
+4,281
| New | +$306K | 0.16% | 28 |
|
|
2015
Q4 | – | Sell |
-729
| Closed | -$32K | – | 252 |
|
|
2015
Q3 | $32K | Hold |
729
| – | – | 0.02% | 133 |
|
|
2015
Q2 | $37K | Hold |
729
| – | – | 0.03% | 104 |
|
|
2015
Q1 | $35K | Buy |
+729
| New | +$35K | 0.02% | 126 |
|