TWA
DD
TCI 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 |
-6,058
| Closed | -$489K | – | 1426 |
|
|
2017
Q2 | $489K | Buy |
6,058
+262
| +5% | +$21.1K | 0.25% | 76 |
|
|
2017
Q1 | $466K | Sell |
5,796
-718
| -11% | -$57.7K | 0.24% | 74 |
|
|
2016
Q4 | $478K | Buy |
6,514
+499
| +8% | +$36.6K | 0.25% | 73 |
|
|
2016
Q3 | $403K | Buy |
6,015
+100
| +2% | +$6.7K | 0.22% | 80 |
|
|
2016
Q2 | $383K | Buy |
5,915
+1,015
| +21% | +$65.7K | 0.21% | 85 |
|
|
2016
Q1 | $310K | Sell |
4,900
-153
| -3% | -$9.68K | 0.17% | 95 |
|
|
2015
Q4 | $337K | Hold |
5,053
| – | – | 0.19% | 94 |
|
|
2015
Q3 | $244K | Sell |
5,053
-19
| -0.4% | -$917 | 0.15% | 112 |
|
|
2015
Q2 | $324K | Buy |
5,072
+310
| +7% | +$19.8K | 0.19% | 92 |
|
|
2015
Q1 | $340K | Hold |
4,762
| – | – | 0.21% | 82 |
|
|
2014
Q4 | $352K | Hold |
4,762
| – | – | 0.22% | 83 |
|
|
2014
Q3 | $342K | Buy |
4,762
+156
| +3% | +$11.2K | 0.22% | 82 |
|
|
2014
Q2 | $301K | Hold |
4,606
| – | – | 0.18% | 97 |
|
|
2014
Q1 | $309K | Sell |
4,606
-1,567
| -25% | -$105K | 0.2% | 88 |
|
|
2013
Q4 | $401K | Hold |
6,173
| – | – | 0.25% | 74 |
|
|
2013
Q3 | $361K | Sell |
6,173
-4,020
| -39% | -$235K | 0.27% | 68 |
|
|
2013
Q2 | $353K | Buy |
+10,193
| New | +$353K | 0.27% | 68 |
|