UF
DD
Univest Financial’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,738
| Closed | -$1.45M | – | 141 |
|
|
2019
Q4 | $1.45M | Buy |
+19,738
| New | +$1.45M | 0.61% | 57 |
|
|
2017
Q3 | – | Sell |
-12,906
| Closed | -$1.04M | – | 95 |
|
|
2017
Q2 | $1.04M | Sell |
12,906
-2,332
| -15% | -$188K | 0.44% | 56 |
|
|
2017
Q1 | $1.22M | Sell |
15,238
-4,500
| -23% | -$361K | 0.54% | 55 |
|
|
2016
Q4 | $1.45M | Buy |
19,738
+5,505
| +39% | +$404K | 0.61% | 57 |
|
|
2016
Q3 | $953K | Buy |
14,233
+350
| +3% | +$23.4K | 0.43% | 57 |
|
|
2016
Q2 | $900K | Hold |
13,883
| – | – | 0.41% | 59 |
|
|
2016
Q1 | $879K | Buy |
13,883
+1,200
| +9% | +$76K | 0.4% | 59 |
|
|
2015
Q4 | $845K | Sell |
12,683
-75
| -0.6% | -$5K | 0.39% | 61 |
|
|
2015
Q3 | $615K | Buy |
12,758
+33
| +0.3% | +$1.59K | 0.3% | 60 |
|
|
2015
Q2 | $814K | Buy |
12,725
+54
| +0.4% | +$3.45K | 0.37% | 57 |
|
|
2015
Q1 | $906K | Buy |
12,671
+400
| +3% | +$28.6K | 0.41% | 60 |
|
|
2014
Q4 | $907K | Buy |
12,271
+138
| +1% | +$10.2K | 0.4% | 59 |
|
|
2014
Q3 | $871K | Buy |
12,133
+144
| +1% | +$10.3K | 0.41% | 59 |
|
|
2014
Q2 | $785K | Buy |
11,989
+7,510
| +168% | +$492K | 0.37% | 60 |
|
|
2014
Q1 | $301K | Hold |
4,479
| – | – | 0.15% | 67 |
|
|
2013
Q4 | $291K | Hold |
4,479
| – | – | 0.14% | 70 |
|
|
2013
Q3 | $262K | Buy |
+4,479
| New | +$262K | 0.14% | 70 |
|