Venturi Wealth Management’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 |
-7,300
| Closed | -$589K | – | 200 |
|
|
2017
Q2 | $589K | Hold |
7,300
| – | – | 0.13% | 125 |
|
|
2017
Q1 | $569K | Sell |
7,300
-2,000
| -22% | -$156K | 0.13% | 122 |
|
|
2016
Q4 | $683K | Hold |
9,300
| – | – | 0.19% | 98 |
|
|
2016
Q3 | $623K | Hold |
9,300
| – | – | 0.21% | 86 |
|
|
2016
Q2 | $603K | Hold |
9,300
| – | – | 0.2% | 91 |
|
|
2016
Q1 | $589K | Hold |
9,300
| – | – | 0.22% | 93 |
|
|
2015
Q4 | $619K | Buy |
+9,300
| New | +$619K | 0.28% | 87 |
|