SFWA
Summit Financial Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-64,152
| Closed | -$2.4M | – | 153 |
|
|
2019
Q1 | $2.4M | Buy |
64,152
+6,905
| +12% | +$258K | 0.63% | 48 |
|
|
2018
Q4 | $3.06M | Sell |
57,247
-47,632
| -45% | -$2.55M | 0.99% | 29 |
|
|
2018
Q3 | $6.18M | Buy |
104,879
+6,729
| +7% | +$397K | 1.85% | 10 |
|
|
2018
Q2 | $6.25M | Sell |
98,150
-1,151
| -1% | -$73.3K | 2.09% | 9 |
|
|
2018
Q1 | $6.33M | Buy |
99,301
+3,757
| +4% | +$239K | 2.08% | 9 |
|
|
2017
Q4 | $6.81M | Buy |
95,544
+3,191
| +3% | +$227K | 2.34% | 9 |
|
|
2017
Q3 | $6.39M | Buy |
92,353
+15,047
| +19% | +$1.04M | 2.33% | 7 |
|
|
2017
Q2 | $4.88M | Buy |
77,306
+7,811
| +11% | +$493K | 1.93% | 8 |
|
|
2017
Q1 | $4.42M | Buy |
69,495
+7,530
| +12% | +$478K | 1.93% | 8 |
|
|
2016
Q4 | $3.55M | Sell |
61,965
-2,971
| -5% | -$170K | 1.56% | 16 |
|
|
2016
Q3 | $3.37M | Buy |
64,936
+19,237
| +42% | +$997K | 1.46% | 20 |
|
|
2016
Q2 | $2.27M | Buy |
45,699
+36,139
| +378% | +$1.8M | 0.95% | 34 |
|
|
2016
Q1 | $486K | Buy |
9,560
+1,150
| +14% | +$58.5K | 0.21% | 84 |
|
|
2015
Q4 | $433K | Buy |
+8,410
| New | +$433K | 0.2% | 94 |
|
|
2015
Q3 | – | Sell |
-294
| Closed | -$15K | – | 226 |
|
|
2015
Q2 | $15K | Hold |
294
| – | – | 0.01% | 211 |
|
|
2015
Q1 | $15K | Sell |
294
-850
| -74% | -$43.4K | 0.01% | 180 |
|
|
2014
Q4 | $52K | Buy |
+1,144
| New | +$52K | 0.04% | 119 |
|