Waldron Private 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
Q2 | – | Sell |
-7,051
| Closed | -$534K | – | 228 |
|
|
2017
Q1 | $534K | Buy |
7,051
+3,405
| +93% | +$258K | 0.13% | 100 |
|
|
2016
Q4 | $267K | Sell |
3,646
-2,454
| -40% | -$180K | 0.09% | 101 |
|
|
2016
Q3 | $407K | Hold |
6,100
| – | – | 0.15% | 66 |
|
|
2016
Q2 | $394K | Hold |
6,100
| – | – | 0.14% | 71 |
|
|
2016
Q1 | $385K | Buy |
6,100
+229
| +4% | +$14.5K | 0.15% | 72 |
|
|
2015
Q4 | $390K | Sell |
5,871
-153
| -3% | -$10.2K | 0.15% | 86 |
|
|
2015
Q3 | $290K | Buy |
+6,024
| New | +$290K | 0.13% | 83 |
|