Transform Wealth’s Du Pont De Nemours E I DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,383
| Closed | -$757K | – | 215 |
|
|
2017
Q2 | $757K | Sell |
9,383
-4,559
| -33% | -$368K | 0.85% | 43 |
|
|
2017
Q1 | $1.12M | Sell |
13,942
-690
| -5% | -$55.4K | 0.42% | 81 |
|
|
2016
Q4 | $1.07M | Buy |
14,632
+2,287
| +19% | +$168K | 0.43% | 78 |
|
|
2016
Q3 | $827K | Sell |
12,345
-2,505
| -17% | -$168K | 0.36% | 90 |
|
|
2016
Q2 | $962K | Buy |
+14,850
| New | +$962K | 0.4% | 85 |
|