SFWA
DD
Summit Financial 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 |
-4,246
| Closed | -$343K | – | 155 |
|
|
2017
Q2 | $343K | Sell |
4,246
-293
| -6% | -$23.7K | 0.14% | 108 |
|
|
2017
Q1 | $365K | Buy |
4,539
+38
| +0.8% | +$3.06K | 0.16% | 104 |
|
|
2016
Q4 | $330K | Buy |
4,501
+21
| +0.5% | +$1.54K | 0.15% | 110 |
|
|
2016
Q3 | $300K | Sell |
4,480
-510
| -10% | -$34.2K | 0.13% | 111 |
|
|
2016
Q2 | $323K | Sell |
4,990
-23,444
| -82% | -$1.52M | 0.13% | 107 |
|
|
2016
Q1 | $1.8M | Buy |
28,434
+136
| +0.5% | +$8.61K | 0.79% | 36 |
|
|
2015
Q4 | $1.89M | Buy |
28,298
+3,273
| +13% | +$218K | 0.86% | 37 |
|
|
2015
Q3 | $1.21M | Buy |
25,025
+3,450
| +16% | +$166K | 0.78% | 37 |
|
|
2015
Q2 | $1.38M | Hold |
21,575
| – | – | 0.85% | 36 |
|
|
2015
Q1 | $1.5M | Buy |
21,575
+290
| +1% | +$20.1K | 1.01% | 31 |
|
|
2014
Q4 | $1.57M | Buy |
+21,285
| New | +$1.57M | 1.09% | 28 |
|