SWM
DD
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,075
| Closed | -$511K | – | 210 |
|
|
2016
Q1 | $511K | Sell |
8,075
-48,462
| -86% | -$3.07M | 0.08% | 140 |
|
|
2015
Q4 | $3.77M | Sell |
56,537
-18,976
| -25% | -$1.26M | 0.65% | 51 |
|
|
2015
Q3 | $3.64M | Buy |
75,513
+1,782
| +2% | +$85.9K | 0.68% | 51 |
|
|
2015
Q2 | $4.72M | Sell |
73,731
-1,782
| -2% | -$114K | 0.87% | 38 |
|
|
2015
Q1 | $5.4M | Buy |
75,513
+58,524
| +344% | +$4.18M | 0.98% | 31 |
|
|
2014
Q4 | $1.26M | Buy |
16,989
+890
| +6% | +$65.8K | 0.46% | 50 |
|
|
2014
Q3 | $1.16M | Buy |
16,099
+909
| +6% | +$65.2K | 0.49% | 50 |
|
|
2014
Q2 | $994K | Buy |
15,190
+226
| +2% | +$14.8K | 0.43% | 57 |
|
|
2014
Q1 | $1M | Buy |
14,964
+959
| +7% | +$64.3K | 0.47% | 53 |
|
|
2013
Q4 | $910K | Buy |
+14,005
| New | +$910K | 0.54% | 51 |
|