SSWM
DD
Smith Salley 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 |
-66,421
| Closed | -$5.36M | – | 183 |
|
|
2017
Q2 | $5.36M | Sell |
66,421
-322
| -0.5% | -$26K | 1.08% | 35 |
|
|
2017
Q1 | $5.36M | Sell |
66,743
-1,877
| -3% | -$151K | 1.1% | 36 |
|
|
2016
Q4 | $5.04M | Buy |
68,620
+204
| +0.3% | +$15K | 1.05% | 35 |
|
|
2016
Q3 | $4.58M | Sell |
68,416
-336
| -0.5% | -$22.5K | 1.02% | 39 |
|
|
2016
Q2 | $4.46M | Buy |
68,752
+2,483
| +4% | +$161K | 1.04% | 40 |
|
|
2016
Q1 | $4.2M | Buy |
+66,269
| New | +$4.2M | 1.05% | 41 |
|
|
2015
Q2 | – | Sell |
-2,972
| Closed | -$213K | – | 170 |
|
|
2015
Q1 | $213K | Sell |
2,972
-100
| -3% | -$7.17K | 0.05% | 155 |
|
|
2014
Q4 | $227K | Buy |
+3,072
| New | +$227K | 0.06% | 154 |
|