WKWM
DD
Walter & Keenan Wealth Management’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,761
| Closed | -$546K | – | 169 |
|
|
2017
Q2 | $546K | Hold |
6,761
| – | – | 0.27% | 79 |
|
|
2017
Q1 | $543K | Hold |
6,761
| – | – | 0.28% | 77 |
|
|
2016
Q4 | $496K | Hold |
6,761
| – | – | 0.26% | 80 |
|
|
2016
Q3 | $453K | Sell |
6,761
-1,800
| -21% | -$121K | 0.25% | 87 |
|
|
2016
Q2 | $555K | Sell |
8,561
-3,600
| -30% | -$233K | 0.31% | 75 |
|
|
2016
Q1 | $770K | Sell |
12,161
-3,000
| -20% | -$190K | 0.44% | 56 |
|
|
2015
Q4 | $1.01M | Sell |
15,161
-1,600
| -10% | -$107K | 0.59% | 49 |
|
|
2015
Q3 | $808K | Buy |
16,761
+2,800
| +20% | +$135K | 0.5% | 53 |
|
|
2015
Q2 | $893K | Buy |
13,961
+1,600
| +13% | +$102K | 0.52% | 51 |
|
|
2015
Q1 | $883K | Hold |
12,361
| – | – | 0.5% | 58 |
|
|
2014
Q4 | $914K | Hold |
12,361
| – | – | 0.52% | 56 |
|
|
2014
Q3 | $887K | Sell |
12,361
-12,800
| -51% | -$919K | 0.52% | 59 |
|
|
2014
Q2 | $1.65M | Buy |
25,161
+739
| +3% | +$48.4K | 0.86% | 39 |
|
|
2014
Q1 | $1.64M | Buy |
+24,422
| New | +$1.64M | 0.9% | 38 |
|