United Capital Financial Advisors’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 |
-127,691
| Closed | -$10.3M | – | 1361 |
|
|
2017
Q2 | $10.3M | Sell |
127,691
-2,634
| -2% | -$213K | 0.09% | 261 |
|
|
2017
Q1 | $10.5M | Sell |
130,325
-1,288
| -1% | -$103K | 0.1% | 251 |
|
|
2016
Q4 | $9.66M | Buy |
131,613
+16,852
| +15% | +$1.24M | 0.09% | 266 |
|
|
2016
Q3 | $7.69M | Buy |
114,761
+21,234
| +23% | +$1.42M | 0.07% | 315 |
|
|
2016
Q2 | $6.08M | Sell |
93,527
-1,229
| -1% | -$79.9K | 0.06% | 336 |
|
|
2016
Q1 | $6M | Sell |
94,756
-8,470
| -8% | -$536K | 0.07% | 302 |
|
|
2015
Q4 | $6.88M | Sell |
103,226
-27,702
| -21% | -$1.84M | 0.08% | 274 |
|
|
2015
Q3 | $6.31M | Buy |
130,928
+2,099
| +2% | +$101K | 0.08% | 270 |
|
|
2015
Q2 | $7.43M | Buy |
128,829
+52
| +0% | +$3K | 0.09% | 270 |
|
|
2015
Q1 | $8.95M | Buy |
128,777
+20,587
| +19% | +$1.43M | 0.11% | 232 |
|
|
2014
Q4 | $7.6M | Buy |
108,190
+28,611
| +36% | +$2.01M | 0.11% | 207 |
|
|
2014
Q3 | $5.42M | Buy |
79,579
+899
| +1% | +$61.3K | 0.09% | 239 |
|
|
2014
Q2 | $4.89M | Buy |
78,680
+6,178
| +9% | +$384K | 0.09% | 242 |
|
|
2014
Q1 | $4.62M | Sell |
72,502
-1,292
| -2% | -$82.3K | 0.1% | 216 |
|
|
2013
Q4 | $4.55M | Buy |
73,794
+67,840
| +1,139% | +$4.19M | 0.16% | 153 |
|
|
2013
Q3 | $331K | Sell |
5,954
-69,367
| -92% | -$3.86M | 0.01% | 537 |
|
|
2013
Q2 | $3.76M | Buy |
+75,321
| New | +$3.76M | 0.1% | 229 |
|