Summit Financial Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $343K | Sell |
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|
2017
Q1 | $365K | Buy |
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|
2016
Q4 | $330K | Buy |
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|
2016
Q3 | $300K | Sell |
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|
2016
Q2 | $323K | Sell |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.89M | Buy |
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|
2015
Q3 | $1.21M | Buy |
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|
2015
Q2 | $1.38M | Hold |
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|
2015
Q1 | $1.5M | Buy |
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|
2014
Q4 | $1.57M | Buy |
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